Firms using Client Hub can now connect a client’s QuickBooks file to that client’s workspace in Client Hub. Then, they simply designate a QuickBooks account for uncategorized transactions. Client Hub ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Differences between the 4 agents for bookkeeping/monthly checks and Agent Hub, plus estimated monthly costs by number of ...