Revamped client portal provides a holistic view of services provided by leading NextGen 3.0 Service ProviderBOSTON, Dec. 09, 2025 (GLOBE ...

Client portals are an absolute necessity for a well-defined client experience. Portals are the foundation of the digital relationship between a client and their firm. Portals allow a centralized hub ...

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 ...

Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...

Jetbuilt, the Newport Beach, Calif.-based, AV project sales and management software provider, announced Portal, a resource for real-time communication and information sharing between integrators and ...

The race is on for brokerages to capture clients in an incredibly difficult housing market, and Compass believes a new technology offering will give it an advantage. The brokerage on Monday launched ...

The new module is a resource for real-time communication and information sharing between integrators and clients. When you purchase through links on our site, we may earn an affiliate commission. Here ...

Back office technology firm Iress is launching its "next-generation" client portal which advisers will be able to fully customise. The portal will be available to advisers who already use Iress's ...

TORONTO, April 29, 2024 /CNW/ - The Technical Standards and Safety Authority (TSSA) is ushering in a new era of convenience and efficiency for its regulated clients with the official launch of the ...

Leading insurance company GasanMamo Insurance recently announced the launch of its clients’ portal which allows customers to pay and renew their insurance policies, entirely online. This portal is in ...