If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Contact details are the most crucial part of any business, but a business can only reach its goal if all the required information about prospects are in a single place. Contact management software ...

Campus Management Corporation, a Florida-based company that makes student-information software for colleges, announced this week that it had acquired Talisma, a company that makes software to manage ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

Customer relationship management software used by law firms are meant to help lawyers, paralegals, legal assistants, and administrators manage clients, leads, and cases. These systems hold all client ...

The pandemic has reshaped Americans’ lives in lots of different ways—from how people shop for groceries to where they perform their jobs. It has also changed the ways many clients interact with their ...

As our industry continues to evolve from a collection of small lifestyle practices into complex, growing businesses, more firms are seeking efficiency and scalability wherever they can find it. Each ...