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 ...

Automate daily tasks with Microsoft and Google tools using Power Automate and Apps Script to save time, streamline workflows, ...

Join the event trusted by enterprise leaders for nearly two decades. VB Transform brings together the people building real enterprise AI strategy. Learn more Findo, an AI-focused smart search startup ...

Last week, Google started letting users migrate away from Assistant Reminders to Google Tasks and is now starting the automatic transfer for Workspace users, with personal accounts following soon.

Since I don't have enough funds at the moment to fully order a server to manage some of these misc. items, right now I'm currently using a PC tower that is primarily dedicated to running a batch file ...