Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service. The ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

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 ...

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 ...

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.

UK stockbroker Williams de Broë has gone live with Kurtosys' Web-based private client management system, K.ClientManager. Williams de Broë says it chose the Kurtosys system because it was able to meet ...

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 ...

McKenna says when the platform market took off in the UK many providers argued that they could make client management software obsolete. But McKenna says he is now starting to see significant concerns ...

For more network managers, security is becoming a must-have feature in many operations products. The two IT disciplines have been coming together over the years in the areas of security event or ...

Enterprises may find some overlap with the best contact management software on the market but these tools are usually more focused on internal comms. A client management system is designed to look ...