An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

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 ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

NASHVILLE, Tenn.--(BUSINESS WIRE)--Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry ...

Secure data exchange and remote collaboration are more critical than ever. That's why virtual data rooms (VDRs) have become essential tools for managing sensitive information. Whether facilitating ...

Whether your accounting firm should dictate what software a client will use depends on the context of your services and their ...

This acquisition marks a major milestone for Access as it continues to rapidly expand its platform to address critical data and records management needs. Triyam complements Access’ robust records ...