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Business and financial report with laptop Accounting economic

Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes

Yarmouth, Me.-based firm brings expertise in claims management

  • By: IE Staff
  • August 16, 2018 August 17, 2018
  • 15:15
High angle view of businesspeople shaking hands and closing a deal

Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool

Financial technology business investment concept illustration with data computer background

Outdated practices impose significant costs on the financial industry

The Montreal-based technology firm recently acquired Apeiron Software and Planist

  • By: Leah Golob
  • January 10, 2018 January 21, 2018
  • 12:00

There are many calendar and productivity applications that can help you take control of your schedule. Some can be shared with other team members and integrate with your existing programs

Investment commentary and reporting have been challenging to automate because of the skill required to analyze investment data, articulate the rationale behind investment decisions and ensure quality control

  • By: IE Staff
  • December 19, 2017 December 19, 2017
  • 14:45

With the wide variety of software tools available, you can stick with the tried-and-true PowerPoint and Keynote applications, or go with one of the less familiar but effective alternatives

The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning, storing and retrieving receipts easy

The U.S. firm, which provided software for insurance advisors to monitor their clients’ in-force life insurance policies and identify sales, closed down last week