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 ...

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 ...

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 ...

Our research shows that Zendesk is the best CRM for customer database functionality, offering robust customizability and lots of contact management features, all packaged into an easy-to-use platform.

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 ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...