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 ...

Fabasoft, a leading European cloud vendor for document and business process management, has been positioned as a Challenger with its Fabasoft Approve product by Gartner (R) in its first Magic Quadrant ...

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

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 ...

If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...

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, ...

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.