Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

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 ...

Client virtualization is an underlying theme in many recent industry announcements. In virtualization, the external interface of every service becomes unmoored from its implementation in particular ...

Software that resides in a user's desktop or laptop computer or mobile device. Contrast with server software. See client/server. THIS DEFINITION IS FOR PERSONAL USE ONLY. All other reproduction ...

Applications Software Technology's deep US and UK public sector skills support clients' Oracle Cloud Application transformations "Public sector clients' cloud transformations often require a ...