ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

My small business clients often ask about customer relationship management software to manage client lists, track prospects, manage follow-ups and segment customer lists. Thus I have pulled together a ...

The business environment is already competitive. Small business owners face the challenge of balancing efficiency, customer management, and financial control while keeping costs low. Now, software is ...

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 ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...