This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Available via desktop and mobile app, Kingswood Go will allow clients to: ...

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 ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

Cruise Planners/American Express, the largest home-based travel agent franchise, has launched eREZSM, the company's first web-based customer relations management program that allows agents to organize ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...