An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

SAN FRANCISCO--(BUSINESS WIRE)--Steele Compliance Solutions, the global leader in Ethics & Compliance management, launched PolicyManager, its revolutionary, technology-enabled policy management ...

Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...

A policy management system can help hospitals stay on top of myriad regulatory requirements and improve compliance in several ways, a recent commentary in Becker's Hospital Review contends. A policy ...

What features should a legal or compliance team or technology buyer look for in the various solutions that should be elements of an effective data privacy and information governance initiative?

ConvergePoint SharePoint Policy Management Software brings industry best practices to a single platform and provides an extensive set of features to create and approve policies, distribute policies ...

The majority of survey respondents—47%—see this as their top challenge. Our top recommendations for addressing this ongoing challenge? Appoint a policy committee and create a regular review process ...