Backing up client computers in Windows Server Essentials is a key step in safeguarding valuable data and maintaining smooth operations. Administrators can easily configure automated backups, monitor ...

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 ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

We’ve distilled our experiences into insights that derive meaning from the underlying data. We’re creating experiences that help users who are approaching the wealth management process with varying ...

When it comes to enterprise applications, access to data – and lots of it – is usually a good thing. And the greater the volume of required data held locally to where it is processed, the better for ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...