Available on general release today, iplicit Client Manager [1] is a central administration tool that allows accountants to ...

There's no faster way to derail a new client relationship than by having a piecemeal onboarding process. A well-thought-out onboarding helps to establish trust early. A disorganized process does ...

Boston Cardinal, founder of Vantage Impact in Minneapolis, recommends that advisors have a visual that displays their client onboarding process, where the client can see the steps and how each ...