In today’s rapidly evolving financial services landscape, traditional client portals—once simple document repositories—are no longer sufficient. Modern portals are dynamic platforms that enhance ...
For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...
San Francisco, CA, September 26, 2025-- Lindy, an emerging leader in AI-powered solutions, today announced the launch of its integrated platform combining AI agents and modern service portals, ...
FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...
Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...
With mobile devices at almost every fingertip, clients today demand readily available interactions with brands that are seamless and secure. As organizations rally to build client-centric capabilities ...
The free web file manager FileRise has been released in version 2.0. New features include customizable client portals with intake forms. The web file manager FileRise receives a comprehensive update ...
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