We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

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 ...

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 ...

Managing client relationships efficiently is crucial for maintaining a successful photography business. Photographers have to manage various tasks, from scheduling sessions and sending invoices to ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

NEW YORK--(BUSINESS WIRE)--SurePoint Technologies, the leading cloud provider of financial and practice management solutions for law firms, announced today its acquisition of Cole Valley Software, the ...

Zealand Ministry of Social Development (MSD) has selected the Curam Business Application Suite(TM) to power the agency's electronic Client Management System. The Client Management System will work to ...

Hi I’m Billy Tan, Technical consultant from Hewlett Packard. Today I’m going to share with you how you can actually ‘Simplify your PC Client Management’ Let’s look at a typical set of tasks an IT ...

If you are an appointment-based business, online scheduling and client management are two important (and deeply related) areas you need to pay attention to if you want to get ahead this year. I ...