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 ...

Orion Advisors Solutions, one of the largest turnkey asset management platforms that supports more than 2,300 advisory firms, has acquired Redtail Technologies, the developer of the most popular ...

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 ...

KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT today announced the expanded Lenovo thin client portfolio - with the new ThinkCentre M73 thin client – now running a fully unified operating system and ...

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 ...

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 ...