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 ...

NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...

Emails play a vital role in business communication. However, there is more to email than just typing and sending a message. It also involves crafting proper responses, keeping tabs on important ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

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

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...