Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

A practical guide to selecting financial management software that can scale with expanding businesses and multi-entity operations.

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

IBM and Edocs, which makes account-management software, announced a partnership Tuesday. The companies will offer a variety of e-business services along with technology for online account management ...