With this rollout, ZRS Management joins a growing group of NMHC top owners and managers using Funnel as the foundation for a more flexible operating model, one that supports portfolio-wide consistency ...

NEW YORK, Aug. 27, 2025 /PRNewswire/ -- Artificial intelligence is changing the foundation of customer relationship management, making data-driven engagement central to how companies operate.

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 ...

Instant matter creation helps law firms save time on redundant data entry and supports data integrity across both platforms. By connecting Lawmatics and LEAP, firms can work from a reliable source of ...

If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Customer relationship management (CRM) software is a set of tools that help businesses track and manage customer interactions. The best CRM software can help businesses to better understand their ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

InvestCloud, a global Fintech company that designs and creates financial software for established banks, wealth managers and asset managers, has been chosen by BNP Paribas Wealth Management to offer ...

More than a year after acquiring one of the most popular client relationship management (CRM) programs among advisors, Orion Advisor Solutions is formally connecting its client portal to Redtail CRM.

The business world seems to love acronyms, maybe nowhere more than in the technology industry, and maybe none so much as the TLA (three letter acronym). Acronyms certainly enhance recall, and they ...