Throughout my career, working in both financial institutions and fintech companies, one consistent theme has been the use of "Task Managers" (or "Case Managers"). At their core, these systems function ...

For those advisors already using the popular Redtail or Wealthbox customer relationship management platforms, Hubly, a workflow management tool that has bidirectional integrations with both, just ...

Task or project management software is more than just a to-do list. You can use it to set deadlines, track progress, delegate subtasks and much more. However, with so many task management software ...

Managing a project can often feel like juggling a dozen balls at once, with the constant risk of dropping one. The endless task assignments, prioritizations, and report generations can be overwhelming ...

Do your school’s students submit their school assignments by uploading PDFs or other files within a learning management system? If so, a new tool from Google is looking to upend that practice—by ...