Despite the turbulence of the past year, HNW/family office practices remained steady, according to a recent survey of accounting and family office firms. Eighty-three percent of respondents indicated that the pandemic had either a neutral or positive i…
With so much uncertainty in the markets, investors need a guiding hand, and understanding risk tolerance is critical. Luckily, the technology is here to make distribution of questionnaires, generation of risk tolerance scores, personal comfort ranges a…
Clarify your Payroll Software decision: This interactive BattleCard provides a comparison of the top Payroll software systems based on features identified as most important by senior managers and IT executives across industries. This Payroll Softwar…
The wealth management landscape continues to change as newer generations inherit wealth or create their own. The demand for digitization is also growing stronger for clients who expect convenience, speed, and transparency. What can family …
Building a businessowners program can be complex. Markets vary widely by geography, risk and customer expectations. Some entrepreneurs want their insurance purchase to be as simple as buying a personal auto policy, even as they operate in fledgling bus…
The CFO has always driven business growth. As the pace of change in business intensifies, though, the ability to the make financial decisions at the right time has become increasingly important. Smart CFOs know this and are involving themselves more…
When is a highly accurate, small commercial data model not actually all that accurate? When is a high hit rate not really that high? When is underwriting data a potential compliance risk? If you’re not looking for the right answers, you could …
The traditional insurance industry is undergoing a transformative shift with the emergence of insurtech. Enabled by digital technology, insurance carriers are embracing innovative solutions to address challenges posed by complex products, stringent reg…
Despite the growing risk of digital identity fraud in personal lines claims, most carriers don’t have robust capabilities to distinguish between genuine customers and fraudsters. That’s a key finding of a new study from LexisNexis® R…
Here at Software Advice, our goal is to provide financial services professionals like you with honest, substantive guidance to inform your software search. It’s why we’re home to more than a million software reviews by verified users—…
