In an increasingly digital financial landscape, client expectations have evolved beyond periodic meetings and paper-based ...

Client portals are an absolute necessity for a well-defined client experience. Portals are the foundation of the digital relationship between a client and their firm. Portals allow a centralized hub ...

New legal client portal feature lets firms add authorized family members and representatives with acting, view-only or ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Mobile App: Available in the App Store and Google Play Store, the mobile app features an enhanced and streamlined interface for a simplified experience, along with advanced features such as support ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

The new module is a resource for real-time communication and information sharing between integrators and clients. When you purchase through links on our site, we may earn an affiliate commission. Here ...

Jetbuilt, the Newport Beach, Calif.-based, AV project sales and management software provider, announced Portal, a resource for real-time communication and information sharing between integrators and ...

As technology becomes a key driver for shippers to evaluate and switch 3PL providers, PULPO’s new Client Portal gives 3PL ...

Milwaukee, WI, Dec. 04, 2017 (GLOBE NEWSWIRE) -- Advicent, a leading provider of financial planning technology, has announced updates to its best-in-class NaviPlan financial planning engine, including ...