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 ...

For almost as long as there has been advisor technology, the persistent problem has been client data living in multiple systems. In the early days when software was housed on floppy disk drives, CDs, ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

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 ...

Consulting engineers and other AEC firms have always had to deliver services far beyond design, but today’s data-driven projects are giving them fresh opportunities to turn client data into something ...