We’re excited about the SEC’s updated ruling on advisor testimonials. If you’re an RIA, you’re now able to capture your clients’ advocacy in written or video format. These testimonials will be used in ...

Let's say you're working on a project that has lots of individual videos. As a producer, you have an editor working on them. Maybe you're working on them too. You have different clients that need to ...

Client View is an intuitive application within the Black Diamond® Wealth Platform that empowers advisors to manage day-to-day client communications and financial management needs. Native Black Diamond ...

It shouldn’t come as a surprise that good communication between financial advisors and their clients is important. A YChart survey found that communication and engagement accounted for two of the top ...

Video executive summaries are a great tool for closing the loop on each client’s tax return and for refreshing your memory when it’s time for their mid-year review. Processing Content In my previous ...

The most important meetings of the past year have taken place over video chat services like Zoom and Skype - which can leave much to be desired. Shaking someone's hand, feeling your client's energy, ...

Bosch Security Systems is including its Video Client software with all IP cameras. Bosch Video Client (BVC) allows operators to view images from multiple cameras on a single PC monitor and easily ...