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

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 ...

Martin LaMonica is a senior writer covering green tech and cutting-edge technologies. He joined CNET in 2002 to cover enterprise IT and Web development and was previously executive editor of IT ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

To enhance the security of Zoom at the University, all Zoom users need to upgrade to the latest version of the Zoom Client software. This update requirement is six ...

Software that resides in a user's desktop or laptop computer or mobile device. Contrast with server software. See client/server. THIS DEFINITION IS FOR PERSONAL USE ONLY. All other reproduction ...