FMG Mobile, an AI-powered social media assistant, helps advisors create social media posts. The app allows advisors to use content reviewed by the Financial Industry Regulatory Authority as well as ...

But is the mobile app as good as the desktop app? While some people prefer to use the Microsoft 365 mobile app because it neatly organizes all their productivity programs in one place, I like the ...

Gone are the days of slogging through manual data entry and the headache of errors that ... Join the ESPC mailing list to ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

As family offices continue to evolve in a rapidly changing world, their reliance on technology is becoming more pronounced. Here's the latest shifts and providers.

The national department has taken steps to comply with the Protection of Personal Information Act, but still has a lot of ...

Google Drive and Microsoft OneDrive are the most popular cloud storage platforms, but this one is probably better for you.

Private equity firms are investing in companies and industries in the midst of digital transformation, but they’re also in ...

Ready to take control of your company’s financial health? Explore the costs, features, and benefits of an online bookkeeping ...

The hidden costs of outdated technology Old technology may seem like it’s still working fine on the surface, but behind the ...

Managed service providers continue to be undervalued for the services they deliver, but the firm’s CEO is keen to change that ...