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 ...

Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...

Opinions expressed by Entrepreneur contributors are their own. When customers sign on with service providers, a brand new relationship between the client and the vendor begins. What’s more, this is ...

In 2021, digital communication is paramount in the dialogue between wealth managers and their clients, particularly the ability to communicate with empathy and consistency across multiple digital ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

It is fair to say that asset and wealth managers have had a pretty rough ride in the last 24 months. There’s been intense competition led by industry-wide M&A, blending asset managers into a ...