Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

An information management system collects and manages data that is stored in a variety of formats and makes it accessible to the people who need it. Often, a small business needs only to manage office ...

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 ...

AIMS partners with University constituents to create, implement and support integrated information management solutions that contribute to the success of the University's mission. It appears that you ...

A management information system (MIS) is a computerized database of financial information organized and programmed in such a way that it produces regular reports on operations for every level of ...