We list the best client management software, to make it simple and easy to better and more effectively manage your clients. Client management software describes a tool that monitors and analyses your ...

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 ...

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.

The best solutions can squeeze more out of a popular service Some accountants view write-up as grunt work - something akin to bookkeeping, that they have to do to keep particular clients. Others are ...

LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...

HERNDON, Va.--(BUSINESS WIRE)--March 14, 2007--Curam Software, the leading provider of Social Enterprise Management (SEM) software solutions, today announced that the New Zealand Ministry of Social ...

The Key is a complete client management system which enables finance organisations to handle their entire business in real time throughout the world. Combining all Microsoft Office applications with ...

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 ...