Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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 ...

The Customer Relationship Management Software Market [2023-2030] Latest report a comprehensive analysis of the Customer Relationship Management Software market is presented in the latest report, with ...

Financial planning and analysis software firm Conquest Planning has a new CEO; Brad Joudrie succeeded Mark Evans on Jan. 1.

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 ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

ServiceNow Inc. today introduced a new customer relationship management platform and two tools that will make it easier for customers to use artificial intelligence agents. The software maker detailed ...

Carahsoft Technology Corp., Reston, Virginia, was awarded a $23,751,296 firm-fixed-price task order (FA701423F0070) for sales force and third-party licenses and support. This task order provides for ...

Relationships are the cornerstone of any successful business, underpinning everything from consumer loyalty to strategic partnerships. With the rapid advancement in technology, companies now have ...

If you run or are starting a businesses, the best ingredient for success isn’t what accounting software you use, your hiring practices, or your office layout — it’s how you deal with your customers.