Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Billdr, a software company building an AI-native operating system for construction, announced today it will relaunch its ...

Dispatch Science is an interesting transportation management software provider with a distinct niche serving regional 3PLs.

Plus, Cvent reports two acquisitions in one month, the Army signs a $500M deal with Appian and more DMV money moves.

On Monday, Clio, a 17-year-old Canadian law firm management software company, announced that it has agreed to acquire vLex, a 26-year-old legal data intelligence platform, in a $1 billion ...

Summize, an AI contract lifecycle management (CLM) software firm, has secured a $50 million investment to accelerate its global expansion and advance its AI contract intelligence capabilities, the ...

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 ...

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 ...