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Outdated practices impose significant costs on the financial industry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
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
No one need manage their books manually in 2017. A variety of software tools cover every aspect of bookkeeping and accounting so you can spend more time serving your clients and less time tracking receipts
Demand for iPipeline’s electronic policy delivery tool for insurers, MGAs and insurance advisors is expected to be strong in Canada