In this buying guide, we’ll outline the best client management software on the market today and their individual strengths and weaknesses. Whether you’re a multinational or a start-up, we’re here to ...
Learn about the five financial planning software programs that are most commonly used by professional financial advisors.
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...
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 ...
NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. EnAct now serves as the bank’s system of record for planning and tracking ...
Ezy Migrate becomes New Zealand’s first client management software application for licensed immigration advisers The software development company Small Business Online Solutions Ltd has launched New ...
You can never have too much desktop management. This time around, we’re reviewing the Altiris Express Client Management Suite. When it comes to hard disk imaging, Altiris stands out. While this could ...
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