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 ...

Plus, JPMorgan's 55ip is adding T. Rowe Price model portfolios to its platform, and Hamachi.ai is helping advisors deliver ...

Find the best workflow management software to improve productivity and increase efficiency. Compare the top solutions and choose the right one for your team. Establishing an efficient workflow is ...

In-house Legal intake and workflow management platform Checkbox announced Wednesday that it raised $23 million in a Series A funding round. The round was led by Touring Capital, with participation ...