Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

For personal injury law firms, medical management is a critical yet often overlooked challenge. Plaintiffs have a short window to receive care while insurance is active, but firms have limited ...

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 ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...

Technology is increasingly reshaping how legal services are delivered, including in areas that have traditionally relied on manual workflows and face-to-face communication. In Southern California, a ...