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 ...

Accelo is an excellent client work management platform built upon six key components: sales, projects, billings, retainers, tickets and reports. It is a multifaceted solution that uses an all-in-one ...

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 ...

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 ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

What makes the SoftwareReviews Data Quadrant different? It is the inclusion of aggregated emotional response ratings in the areas of service, negotiation, product impact, conflict resolution, and ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

TORONTO--(BUSINESS WIRE)--SoftwareReviews, a division of IT research and advisory firm Info-Tech Research Group, has published its 2021 Workforce Management Emotional Footprint Awards, naming three ...