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Law Practice Management Software Providers, Here are 8 Tips to Grow Your Business

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MAY 21, 2024

Legal practice management systems improve law firms’ workflows and functionality, so they manage more cases and serve clients better. As software and management systems have progressed in the modern age, time-consuming tasks like recurring payments and client management are streamlined through this process.

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Top Trends in WealthTech: From API-ization to Virtual Engagement

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DECEMBER 9, 2016

Platforms such as the one developed by Polly Portfolio ( F16 ) that use natural language technology to ask customers about their financial goals and economic outlook to personalize and, importantly, explain portfolio construction give advisors more “surface area” for conversation and engagement with their clients.

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