Jetbuilt has unveiled Portal, a resource for real-time communication and information sharing between integrators and clients. Portal, which was unveiled at Integrated Systems Europe (ISE) 2024, will ...

Tekantis has announced a major update to Icon Map, its geospatial analytics software for Power BI. The update introduces a ...

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Karbon, an accounting practice management software provider, has globally launched Karbon for Clients, a client portal aimed at eliminating bottlenecks in company-client work. The new offering is ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

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 ...

Mobile App: Available in the App Store and Google Play Store, the mobile app features an enhanced and streamlined interface for a simplified experience, along with advanced features such as support ...

SourceSolution, Inc. / SourceSolution, Inc. (PRLEAP.COM) SourceSolution, a leader in Supplier Relationship Management (SRM) software for the biotechnology and pharmaceutical industries, announced that ...