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 ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

Martin LaMonica is a senior writer covering green tech and cutting-edge technologies. He joined CNET in 2002 to cover enterprise IT and Web development and was previously executive editor of IT ...

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 ...

Meevo reports spa booking software should provide features like online appointment flexibility, automated reminders, and ...

Clutch’s Fall Global Ranking Highlights Leading Software Development Firms for Businesses Looking to Drive Digital ...

To enhance the security of Zoom at the University, all Zoom users need to upgrade to the latest version of the Zoom Client software. This update requirement is six ...