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 ...

KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT today announced the expanded Lenovo thin client portfolio - with the new ThinkCentre M73 thin client – now running a fully unified operating system and ...

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 ...

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