Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

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 ...

LONDON, Oct. 6, 2025 /PRNewswire/ -- IRIS Software Group, a leading global provider of accountancy software with more than 45 years of industry expertise, today announced the launch of IRIS Firm ...

As part of CRN’s 100 Coolest Cloud Computing Companies of 2026, here’s a look at 20 innovative software companies that are ...

Architects and engineers are rethinking how their digital tools work together, and it’s changing how firms operate. For years, most studios have relied on separate software for project management, ...

On Monday, Clio, a 17-year-old Canadian law firm management software company, announced that it has agreed to acquire vLex, a 26-year-old legal data intelligence platform, in a $1 billion ...

Aderant announced the purchase of law firm pricing software developer Virtual Pricing Director. Law firms have been looking for more pricing options as clients request AFAs and value-based billing.

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...