New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.

Successful adoption can typically follow in three stages: assess and plan, pilot and migrate, then operationalize and scale.

As multinationals embed tax technology into their TP functions, a new breed of systems – built on multi model databases – is ...

Just as artists fight for control of their masters,  they also must fight for control of their audience relationships.

Summary: Multidistrict litigation demands precision, speed, and coordination across a maze of data and discovery obligations. Here’s how ...

In 2018, Nuha Siddiqui turned a university project into erthos, a company creating compostable alternatives to plastics on a ...

Smart agencies dig deep into what drives a new client’s business to find hidden priorities, potential communication gaps, ...

Start by creating a database, then add a new form view ... In the past, I’ve used Notion forms to intake customers, have ...

A bill (HB 73) that would establish a centralized database to track the voting-rights status of individuals with felony convictions has once again been filed in the Florida House of Representatives.

NEW YORK--(BUSINESS WIRE)-- Alchelyst, a leading full-service fund administrator for alternative asset managers, and Lyra Client Solutions (“Lyra”), a technology-enabled client servicing organization ...