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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

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 ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Williams de Broë says it chose the Kurtosys system because it ...

LONDON, Nov. 26, 2020 /PRNewswire/ -- Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading ...

Citrix Systems Inc., a business unit of Cloud Software Group Inc., today announced that it had acquired Unicon GmnH, a thin client provider, for an undisclosed price. Founded in 1993 and based in ...