Copilot Platforms Inc., the developer of a cloud-based client management portal for service businesses, has secured $10 million in funding to support product development efforts. The company announced ...

Kyle Crown is the President of Crown Commercial PM. He holds a B.S. in business from the University of Pennsylvania's Wharton School. As a property manager, I shoulder all sorts of responsibilities in ...

The economic crisis has damaged revenues, business plans and most importantly, the trust of wealth management clients. According to an extensive survey conducted by PriceWaterhouseCoopers and released ...

LANDesk gave us virtually everything we wanted in a client management product – and more. Plus, the LANDesk Management Suite’s support for diverse platforms was superb. Its asset inventory scans were ...

The Internal & Client Service Applications (ICSA) Engineering group is responsible for creating the systems that Bloomberg uses to run the company. They interact with literally every department in the ...

The Symantec Management Client Service controls many of the low-level drivers and other functions needed to run the service. Sometimes the SMC service shuts down and requires a manual restart. If you ...

Dell on Tuesday announced it's expanding Dell Hybrid Client, client computing software that gives users seamless access their applications and data -- whether it's on the cloud, in a data center or on ...

In today's ever-evolving marketplace, financial advisers' businesses are growth and scale challenged. They face a fine balancing act as they look to engage new clients, while continuing to support and ...

It’s time for wealth management to rethink the role of client-service associate.

While some organizations take a quick glimpse at outsourcing and conclude that it’s not a viable option, those that look closer often unearth alternative uses that can bring value. The first step in ...