Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Accounting and business solutions provider IRIS announced an expansion to its IRIS Firm Management solution that, among other things, enhances the software's document management capacities. "Modern ...

Currently, Contruent operates in more than 26 countries Ryan Kubacki serves as CEO of Contruent Contruent was founded in 1995 The Riverside Company has made an investment in Contruent, an ...