Franklin Templeton has appointed Roger Paradiso to serve in the new position of head of Franklin Templeton Custom Client Solutions. The group unites the firm’s advisor-oriented investment technology ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

Most client portal software tools pretend to be complete business systems until you're two months in and still using three ...