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 ...

Financial planning software developer Advicent is providing certain financial advisors with free access to the client portal of its NaviPlan platform, from April 1 through the end of next year, ...

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 ...

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, ...