Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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 ...

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 ...

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 ...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results ...

Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to ...

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 ...

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 ...

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 ...

Customer-relationship-management startups are finding niches to compete with giants like Salesforce. Analysts see a growing demand for industry-specific firms that target small-to-midsize companies.

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.