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 ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Enterprises may find some overlap with the best contact management software on the market but these tools are usually more focused on internal comms. A client management system is designed to look ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

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.

Notetaking AI app Zocks launched new features that can automatically transfer information from client meetings to a ...

Hi I’m Billy Tan, Technical consultant from Hewlett Packard. Today I’m going to share with you how you can actually ‘Simplify your PC Client Management’ Let’s look at a typical set of tasks an IT ...

An information management system collects and manages data that is stored in a variety of formats and makes it accessible to the people who need it. Often, a small business needs only to manage office ...