Tailored specifically to SMB business needs, Aurora Payments’ new industry-first POS system enables service-based businesses to handle payments, appointment bookings, client management and customer ...

KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT today announced the expanded Lenovo thin client portfolio - with the new ThinkCentre M73 thin client – now running a fully unified operating system and ...

LANDesk gave us virtually everything we wanted in a client management product – and more. Plus, the LANDesk Management Suite’s support for diverse platforms was superb. Its asset inventory scans were ...

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 ...

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 ...

UNITED STATES, CO, UNITED STATES, January 13, 2026 / EINPresswire.com / — EXTRACT ADVISORS announced that its core discretionary management platform, powered by its proprietary quantitative engine, ...

The release brings client service to new heights as it revolutionizes an industry that has been characteristically slow to embrace new technology. NEW YORK, NY ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Generali International, a subsidiary of the Italian insurer Generali Group, has extended an existing e-business services agreement with Intelligent Environments Group (iE) for improved Web-based ...

With the bull market of the prior decade over and the rising interest rates that fueled industry profits last year expected to slow in 2023, wealth management firms are facing a tough landscape.