AgendaPro, a pioneer in company management solutions, has unveiled its comprehensive software platform built explicitly for ...

IRIS announced it expanded its IRIS Firm Management solution with, among other things, enhanced document management ...

Managing multiple client accounts is no small feat, especially when juggling transparency, security, and efficiency demands.

Maximize client engagement with the gold standard for long-term investment information. See what you can do with Morningstar. At a time when changing consumer demands and modernization of ...

LOS ANGELES--(BUSINESS WIRE)--Communify Fincentric, the leader in unifying market and client data through best-in-class digital experiences, today announces the appointment of Jennie Wang as Chief ...