Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

We list the best client management software, to make it simple and easy to better and more effectively manage your clients. Client management software describes a tool that monitors and analyses ...

Quovo and other data aggregators use credentials shared by the client, so the owner of the data is the one making requests or managing retribution. Wealth Access is also permissions-based.

In fitness industry, personal trainers and gym owners are integrally connected with their clients and the business operations. There is a constant demand to weave through personal and business ...

The best solutions can squeeze more out of a popular service Some accountants view write-up as grunt work - something akin to bookkeeping, that they have to do to keep particular clients. Others are ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on ...

Recent news of tax solutions leaking data to third parties like Facebook have raised concerns about how accountants can protect client privacy in the age of big data.

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Commentary Four Best Practices for Collecting Client Intake Data in Mass Torts By implementing an intake process that takes a structured, standardized, and streamlined approach to collecting ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Who owns a client’s financial data? This question came up at a roundtable I hosted at the recent T3 Enterprise conference. The subsequent conversation demonstrated that the answer may be more ...