Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Hedge funds offer a bedeviling challenge for financial advisors trying to marry their wealthy clients' investment goals with specific hedge funds and then manage that relationship. For starters, each ...

Dell on Tuesday announced it's expanding Dell Hybrid Client, client computing software that gives users seamless access their applications and data -- whether it's on the cloud, in a data center or on ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

What is UEM? UEM merges the various facets of EMM suites with functionality typically found in client management tools (CMT) used to manage desktop PCs and laptops on a corporate network. One example ...