PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced the launch of its newly enhanced user interface (UI), featuring smarter organization and ...

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 your ...

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 spreadsheets, ...

Effective cybersecurity requires an ongoing, risk-based, comprehensive process that addresses people, policies and procedures, and technology, including training. Effective security also requires an ...

Learn how UK accounting firms are leveraging mandatory digital data (MTD) to pivot from low-margin compliance to high-value.

As legal practices increasingly adopt generative AI (GenAI) technologies, protecting attorney-client privilege and client confidentiality has become a pressing concern. Recent data reveals that 81% of ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

When tax time rolls around, you want to make sure you can process as many returns as possible. Intuit's ProSeries is tax-preparation software that lets you import client data directly from TurboTax ...