Jane Haskins practiced law for 20 years, representing small businesses in startup, dissolution, business transactions and litigation. She has written hundreds of articles on legal, intellectual ...
The legal profession''s relationship with technology has evolved from one of basic word processing to a deep, strategic ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.
Khaleej Times on MSN
Finanshels updates client portal to streamline financial and compliance information
Finanshels, a UAE-based financial operations firm, has updated its Client Portal to centralise financial data, compliance ...
The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...
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