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 ...

Operating a small business is like regularly jumping through hoops, clients, bills, timelines, and expansion. It can aid ...

From efficient scheduling capabilities and appointment confirmations to the ability to carefully track client preferences and update ever-evolving business services and pricing, contact management ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

Devon IT Echo® drives simplified management of hosted and virtual desktop solutions, included with all Acer thin clients at no additional cost KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT, Inc. and ...

On Tuesday, practice management software provider AllRize announced the introduction of agentic artificial intelligence ...

TEL AVIV (Reuters) - Glassbox, an Israeli provider of customer management technology, said on Thursday it raised $25 million in a round of financing led by Updata Partners, a software-focused growth ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Salesforce.com Inc. introduced software for human resources management Thursday, stepping up a challenge to Oracle Corp. and SAP AG in the market for applications that help businesses run their ...