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.

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 ...

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 ...

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 ...

Independent broker-dealer firm Commonwealth Financial Network has created its own client relationship management system that advisers can begin using today. Instead of implementing a CRM by an ...

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 ...