Thomson Reuters has added integration features to its NetClient CS client portal technology to provide better workflow and interoperability with the company s other products. NetClient CS integrates ...

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 ...

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 ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...