The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

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 ...

Opinions expressed by Digital Journal contributors are their own. The real estate industry is dynamic, continuously evolving to adapt to changing market trends and consumer needs. Embracing technology ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

From left to right, Mary Ellen Egan of American Banker, Sindhu Joseph of CogniCor, Claudia Cypher Kane of Raymond James Financial Services and Stacy Francis of Francis Financial spoke in a session at ...

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, ...

Technology is playing an increasingly important role in wealth management and financial planning, and combined with a great human advisor it is a potent mix. But for financial planners there’s one ...

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Netsmart announced it has been recognized as the top overall client-rated post-acute technology platform by Black Book Market Research (Black Book) for the ninth ...

WHY IT RATES: BlenderSolutions launched BlenderWallet, a mobile travel assistant designed to improve client services, enhance travel experiences and generate additional revenue for travel agencies by ...