SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, today announced the availability of Act! Solutions ...

Interwoven WorkSite Manages Document and E-mail Filing and Retention to Reduce Risk, Improve Client Service and Maintain Financial Growth. Interwoven, Inc. today announced the Interwoven Accounting ...

CALDWELL, N.J. & SAN FRANCISCO--(BUSINESS WIRE)--Proactive Risk, a leading provider of technology risk management solutions, is excited to announce that it has joined the Horizon3.ai Partner Program ...

Financial advisors using the AssetMark wealth management platform will now have access to a new suite of services to boost tax efficiency and outcomes for their clients’ taxable assets. The firm has ...

For people who need to manage their own freelance projects — such as web developers and personal trainers — Justin Shelby hopes the company he founded in 2012 will be the solution. Artichoke is a ...

Any law firm that wants to stay competitive needs to focus on efficiency. By electronically managing the workflow of legal processes, this helpful software can significantly increase the productivity ...

The Wall Street giant launched new education initiatives around investment tax management and alts investing this week as it rewires its advisor pay grid.

In today’s complex mortgage origination and servicing environment, lending companies need a service provider that isn’t afraid to roll up its sleeves and get deeply involved in order to work smarter, ...

Dubai, UAE August 20, 2007 - CA (NYSE: CA) today announced it was named a "Leader" in the client management suites market by Forrester Research in the "Forrester Wave: Client Management Suites, Q3 ...

Management consulting company Client Solution Architects has expanded its leadership team with the addition of Robert Johnson, a more than two-decade industry executive who recently served as a senior ...