RIA publications and the conference circuit are filled with articles and breakout sessions titled “The Digitization of Advice” or “The Amazon and Netflix Effect on Our Industry”—all discussing the ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

Moneta Group Investment Advisors announced the launch of a new client portal and mobile app this week. Developed in-house, the technology allows Moneta’s clients, more than 6,000, to interact securely ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

KKR built a new client portal to replace a legacy one built using vendor tech. The new portal was built on Amazon Web Services. KKR's head of engineering for digital client experience outlines lessons ...

One-quarter of financial advice businesses use client portal technology despite one-in-three advisable Australians putting digital capability in their top three reasons for choosing an advice firm, ...

Finanshels, a UAE-based financial operations firm, has updated its Client Portal to centralise financial data, compliance tracking, and client communication within a single digital platform. The ...

Leading insurance company GasanMamo Insurance recently announced the launch of its clients’ portal which allows customers to pay and renew their insurance policies, entirely online. This portal is in ...