WATERLOO, Ontario, Feb. 21, 2019 /PRNewswire-PRWeb/ -- Athena Software is pleased to announce the release of ClientConnect, the new mobile client portal designed for use with Penelope, the Waterloo, ...

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 ...

HOUSTON, Oct. 4, 2022 /PRNewswire/ -- MPACT Strategic Consulting, a global consulting services firm has acquired Designing Success and Tracking At-A-Glance® (TAAG) Case Management and Performance ...

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 ...

Juggling paperwork and navigating complex immigration case management and regulations difficult and, at times, can cause unnecessary risk. For any immigration law firm, technology can make all the ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The mission of the PPS is to carry out probation and pretrial service functions within the U.S. district courts. The PPS goal is to assist the federal courts in the fair administration of justice and ...

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

CORAL GABLES, Fla.--(BUSINESS WIRE)--In a strategic move that will enable law firms to acquire medical records quickly and effortlessly, Assembly Software has integrated YoCierge, a full-service ...

Winning Cases And Clients. Legal News and Analysis - Hong Kong, Singapore, United Kingdom - Telecommunications, Media & ...

ARLINGTON, Va.--(BUSINESS WIRE)--Accenture Federal Services (AFS), a subsidiary of Accenture (NYSE:ACN), has been awarded a five-year blanket purchase agreement (BPA) by the Administrative Office of ...