BOSTON--(BUSINESS WIRE)-- Charles River Development, a State Street Company, today announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has ...

RALEIGH, N.C.--(BUSINESS WIRE)--ShareFile®, the secure, collaborative client experience solution, today announced the release of ShareFile® for Accounting, designed with the unique needs of accounting ...

BOSTON--(BUSINESS WIRE)--Charles River Development, a State Street Company, today announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has ...

Enterprise Data clients, including those now working remotely, can maximize the value of the Bloomberg data they subscribe to with Data License Plus Bloomberg today announced the launch of Data ...

The company is recognized as a Leader in the inaugural 2026 Gartner (R) Magic Quadrant (TM) for Endpoint Management Tools and as a Leader in the IDC MarketScape: Worldwide Client Endpoint Management ...

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

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 ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Project management (PM) software is a universal need to keep track of goals, research, data, scheduling and everything else under the sun. If you have more specific needs, however, you may have to ...

For personal injury law firms, medical management is a critical yet often overlooked challenge. Plaintiffs have a short window to receive care while insurance is active, but firms have limited ...