Kennel Connection, a leading provider of pet care facility management software and a 100GROUP company, today announced its full integration with iDogCam, a camera solution built specifically for the ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

RIA publications and the conference circuit are filled with articles and breakout sessions titled “The Digitization of Advice” or “The Amazon and Netflix Effect on Our Industry”—all discussing the ...

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, ...

Withum, a leading advisory, tax and accounting firm, and Aiwyn, a professional services technology innovator, announced the launch of Aiwyn Experience, a unified, custom-branded client portal designed ...

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 ...

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 ...

Technology solutions provider eMoney Advisor announced enhancements to its eMoney Client Portal to improve interactions between advisors and their clients. First, its Decision Center will evolve into ...

With mobile devices at almost every fingertip, clients today demand readily available interactions with brands that are seamless and secure. As organizations rally to build client-centric capabilities ...

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 ...