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. Processing Content ...

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 ...

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, ...