Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Analyst firm publishes overview of providers of quality management software ...

As part of CRN’s 100 Coolest Cloud Computing Companies of 2026, here’s a look at 20 innovative software companies that are ...

"Modern accounting firms are growing quickly, expanding their service lines and client bases," said Jim Dunham, president and general manager of IRIS Americas. "However, this rapid growth often ...

If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...

LONDON, Oct. 6, 2025 /PRNewswire/ -- IRIS Software Group, a leading global provider of accountancy software with more than 45 years of industry expertise, today announced the launch of IRIS Firm ...

Architects and engineers are rethinking how their digital tools work together, and it’s changing how firms operate. For years, most studios have relied on separate software for project management, ...

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 effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...