RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

TAMPA, Fla.--(BUSINESS WIRE)--Trustate, the trailblazing leader in trusts and estates management, is thrilled to announce a groundbreaking expansion to its already industry-defining software. Trustate ...

Founders Sophia Shaw and Adam Wolford bring decades of experience in nonprofit leadership, and technology development to ...

Founder of Heir Tight, a digital platform for securely storing and sharing important personal and legal documents, Natalie Alexander, has been developing her innovative software tool for every ...