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 ...

Legal firms can benefit from project management software just as much as any other business, but they also have needs that are unique and specific. In this article, we’ve rounded up some of the top ...

IT executives tasked with whittling down an ever-expanding, often duplicative menu of software used in-house are facing static from employees who just can’t quit their favorite project management ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is a ...