For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

Karbon, an accounting practice management software provider, has globally launched Karbon for Clients, a client portal aimed at eliminating bottlenecks in company-client work. The new offering is ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Creative Repute announces a new Client Pricing Portal designed to provide visibility into offerings, pricing, and engagement before the discovery conversations. This portal is designed to offer ...

Mobile App: Available in the App Store and Google Play Store, the mobile app features an enhanced and streamlined interface for a simplified experience, along with advanced features such as support ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

KKR built a new client portal to replace a legacy one built using vendor tech. The new portal was built on Amazon Web Services. KKR's head of engineering for digital client experience outlines lessons ...