Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device
Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes
Yarmouth, Me.-based firm brings expertise in claims management
Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool
Outdated practices impose significant costs on the financial industry
The Montreal-based technology firm recently acquired Apeiron Software and Planist
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
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