The Key is a complete client management system which enables finance organisations to handle their entire business in real time throughout the world. Combining all Microsoft Office applications with ...

We list the best client management software, to make it simple and easy to better and more effectively manage your clients. Client management software describes a tool that monitors and analyses your ...

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 ...

CWAN GenAI operates as a 24/7 embedded operations layer within its unified platform—spanning accounting, trading, compliance, ...

Lifetime Financial Management has made its inhouse client management system 360 Lifecycle available to all mortgage and insurance brokers. The system uses a diary format to manage brokers’ business, ...

Hot on the heels of its Buyer Management launch, Rex Software unveils another platform to streamline lettings and client ...

Bankhall says 29 per cent of the 330 advisers it surveyed do not use a CMS and of those who do use such a system, many do not use all the functionality on offer. The survey found that 40 per cent of ...

We require a highly reliable client management system, and Unisys has been a longstanding partner that truly understands the importance of the services we provide to our varied client base,' said ...

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 ...