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 ...

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 ...

Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...

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 ...

A telecom tower repair & inspection company gives clients direct self-service access to job status & reports after Topcone builds a purpose-built client portal.

The new module is a resource for real-time communication and information sharing between integrators and clients. When you purchase through links on our site, we may earn an affiliate commission. Here ...

Jetbuilt, the Newport Beach, Calif.-based, AV project sales and management software provider, announced Portal, a resource for real-time communication and information sharing between integrators and ...

Milwaukee, WI, Dec. 04, 2017 (GLOBE NEWSWIRE) -- Advicent, a leading provider of financial planning technology, has announced updates to its best-in-class NaviPlan financial planning engine, including ...

Leading insurance company GasanMamo Insurance recently announced the launch of its clients’ portal which allows customers to pay and renew their insurance policies, entirely online. This portal is in ...

Leading insurance company GasanMamo Insurance recently announced the launch of its clients’ portal which allows customers to pay and renew their insurance policies, entirely online. This portal is in ...