You can also import client data from Microsoft Office Accounting, QuickBooks and Peachtree accounting, Sage BusinessWorks and Paychex General Ledger Reporting Service. Write-Up CS has a large number ...

Financial advisors rely on a suite of software to manage and analyze client relationships, portfolios, trades, and investment data.

Quovo and other data aggregators use credentials shared by the client, so the owner of the data is the one making requests or managing retribution. Wealth Access is also permissions-based.

Best Practices for Client Data Gathering in the Digital Age. ... integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, ...

Who owns a client’s financial data? This question came up at a roundtable I hosted at the recent T3 Enterprise conference. The subsequent conversation demonstrated that the answer may be more ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Financial services firms use the award-winning Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance ...

1. Creating A Warm Handoff. Too often, after a client makes a software purchase, the sales team hands them off to the onboarding team without ensuring continuity.

Commentary Four Best Practices for Collecting Client Intake Data in Mass Torts By implementing an intake process that takes a structured, standardized, and streamlined approach to collecting ...

Telling your clients how you protect their data is not only important, it can help build trust and enhance your client relationships—and there's a good chance it will differentiate your firm ...

Let’s explore what the data says about three high-potential tech areas in 2025—artificial intelligence (AI), software development, and cloud and edge computing—and why you may want to ...

Pennsylvania Formal Opinion 2011-200, “Ethical Obligations for Attorneys Using Cloud Computing/Software as a Service While Fulfilling Ethical Duties of Confidentiality and Preservation of Client ...