OneNote is journal-creating software designed by Microsoft to be a space where you can jot down ideas, conduct research, and ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Have you ever found yourself drowning in a sea of notes, struggling to locate that one critical piece of information you jotted down weeks ago? Or maybe your to-do lists are scattered across notebooks ...

Microsoft OneNote is a wonderful tool that stands out as an effective tool for streamlining work processes. It is not new that one often underutilized is its array of templates designed specifically ...

For years, OneNote has been my trusted companion for capturing thoughts and organizing information. While it comes with a robust search function, I wanted a system that actively engages with this ...

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 ...

In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

Copilot integration in Microsoft 365 apps makes it a snap to generate first drafts, revise text, and get instant summaries for long docs or email threads. Here’s how to use Copilot for writing ...