Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

New e-signature feature lets clients sign legal documents directly from the Quilia app with push notifications and ...

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 lifecycle management software has become a staple for global businesses looking to improve productivity. This ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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.

VSCO, the photography brand initially popularized by the mobile editing app of the same name, is launching a platform for professional photographers to manage scheduling, invoicing, and communication.