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In addition to document classification, Drake Portals now offers improved client checklists, making it easier for taxpayers to understand exactly what documents are needed and track their progress ...

ARTDAI announced the launch of its Collection Data Management System (CDMS) designed specifically for family offices, private collectors and collection managers. This platform eliminates the ...

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Traditional asset managers continue to struggle compared to their alternative asset manager peers. As the financial landscape evolves, so do the challenges and opportunities for asset managers. While ...

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Clay Halton was a Business Editor at Investopedia and has been working in the finance publishing field for more than five years. He also writes and edits personal finance content, with a focus on ...