In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Client 360 has been officially reborn. I recently took the first outsider's look at the updated technology engine and platform of independent broker-dealer Commonwealth Financial Network and found ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

Gartner ranks a total of 14 vendors in its first-ever Magic Quadrant for unified endpoint management (UEM) tools, referring to a new class of products that can act as a single management interface for ...

Hedge funds offer a bedeviling challenge for financial advisors trying to marry their wealthy clients' investment goals with specific hedge funds and then manage that relationship. For starters, each ...