BOSTON, Mar. 19, 2019 /PRNewswire-PRWeb/ -- Eze Castle Integration, a global managed service provider to the investment industry, today announced advanced new features to its Eze Client Portal. The ...

Salesforce Inc.’s data visualization platform Tableau Software today introduced a major update that includes further extensions to its visualization capabilities and also promises to help ...

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 ...

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 ...

Data visualization is not just an art form but a crucial tool in the modern data analyst's arsenal, offering a compelling way to present, explore, and understand large datasets. In the context of ...