AdvisorEngine®, a leading provider of wealth management technology solutions, recently unveiled its reimagined Client Portal, developed with human-centered design principles to deliver the ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

IMGCAP(1)]These days you’re not likely to pick up an accounting publication or surf the blogosphere without coming across an article on portals, or more specifically, client portals for file sharing.

Most client portal software tools pretend to be complete business systems until you're two months in and still using three ...

With mobile devices at almost every fingertip, clients today demand readily available interactions with brands that are seamless and secure. As organizations rally to build client-centric capabilities ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a ...

SEATTLE, Nov. 5, 2019 /PRNewswire/ -- Envestnet | Tamarac today announced it is offering PortfolioCenter Hosted® as a portfolio management solution to help emerging registered investment advisers ...

ROCKVILLE, Md., Oct. 4, 2012 /PRNewswire/ -- Fortigent, LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high-net-worth clients (HNW) ...

Considering the fierce competition in the industry and high customer acquisition costs, law firms must look at new ways to retain their customers by ‘enchanting’ them. So how can law firms enchant ...

People are now accustomed to interacting with service providers through websites or smartphone apps. Nearly all businesses have a mobile presence (or should have one) and almost everyone has a ...