Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every interaction. We help you choose the right CRM for your business based on our in-depth ...

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 ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

Techysquad, a specialist provider of financial technology solutions, providing a unified Forex CRM platform — an integrated ...

NEW YORK--(BUSINESS WIRE)--SurePoint Technologies, the leading cloud provider of financial and practice management solutions for law firms, announced today its acquisition of Cole Valley Software, the ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Williams de Broë says it chose the Kurtosys system because it ...

"The Ministry of Social Development's new client management system will enable our staff to work even more effectively to support clients into work. The new smart system streamlines administration ...