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 ...
Wolters Kluwer announced new, enhanced collaboration features as part of the latest release of CCH Axcess Client Collaboration. The new capacities, in general, relate to tracking and exchanging ...
TAMPA, Fla.--(BUSINESS WIRE)--With the latest release of CCH Axcess Client Collaboration, Wolters Kluwer Tax and Accounting is making tax season easier and more time efficient for tax professionals ...
As the CEO of a mid-cap company, finding a way to streamline communications, share information, and allow all departments to work cross-functionally and collaboratively from the same site became ...
Research firm IDC expects spending on collaboration software to continue to boom following the pandemic, with businesses investing to connect staff, and even clients, more effectively. Spending on ...
From generative AI to analytics, the collaboration software landscape is changing fast, but there’s more to consider than just the shiniest new tools. workplace collaboration is vital for the flow of ...
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