NEW YORK & OMAHA, Neb.--(BUSINESS WIRE)--Financial technology company Pontera, formerly known as FeeX, announced today that it has formed a partnership with Mutual Group to enable financial advisors ...

Future Capital is expanding its reach to include more advisors who want to manage their clients' retirement assets through a new fintech partnership. Under its data integration partnership with SS&C, ...

U.S. retirement savers are often chastised for not making the most of their retirement accounts. But financial advisors can be equally guilty of ignoring or overlooking what is often a client's ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

Customers are the lifeblood of your company, but trying to keep them happy at all times can drain resources, threaten profit margins, and sap employee morale. And sometimes, managing one client ...

The economic downturn presents an opportune time for firms to re-examine their policies for managing client matter information -- to cut costs and go green. When a client calls, asking "What ...

Many artists dedicate their passion and creativity to crafting a remarkable masterpiece, only to realize that the real test lies in managing the complex network of client connections within the ...

How well do you manage the client management process?It's a question I often ask clients I work with. While most firms pay attention to various aspects of the process, many firms fail to understand ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Wrike, the most versatile collaborative work management platform, today announced Gheen & Co., CPA, LLC, a leading certified public accounting firm, is using Wrike ...

I'm the CEO and Co-Founder of Planable — the leading content review and collaboration platform for social media teams. Before founding Planable, I ran a social media agency. I divided my time between ...

As an independent producer in an age when everyone can stream to Facebook from their smartphone for free at a moment’s notice, it can be a challenge to try to charge money for what is essentially the ...