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
These tools let you focus on what you do best: connecting with your clients and prospects
Microsoft's latest operating system has some built-in security measures, but it also comes with some built-in privacy issues. You'll need to take a few simple steps to ensure your data are safe
The changes are designed to streamline communication between advisors and their compliance departments concerning the use of social networks
Maximizer CRM Wealth Manager 2017 will have fields that can capture all the relevant data points as well as commonly used forms within each client’s record
The CRA is marching Canadians toward filing their taxes online for convenience and efficiency. But with that convenience comes vulnerability. How can your clients protect their privacy?
A good contact-management system handles both the collection and the organization of contact details. There are several ways to capture client information - even on business cards and scraps of paper - into your database