Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

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 ...

The smooth operation of any business requires organization, especially where client scheduling and tracking is concerned. To really maximize productivity and efficiency, it’s crucial to use ...

Martin LaMonica is a senior writer covering green tech and cutting-edge technologies. He joined CNET in 2002 to cover enterprise IT and Web development and was previously executive editor of IT ...

Client virtualization is an underlying theme in many recent industry announcements. In virtualization, the external interface of every service becomes unmoored from its implementation in particular ...

Software that resides in a user's desktop or laptop computer or mobile device. Contrast with server software. See client/server. THIS DEFINITION IS FOR PERSONAL USE ONLY. All other reproduction ...