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 ...

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.

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 ...

A new market intelligence report from Credence Research reveals that the Global Email Client Software Market is on a path of ...

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 ...

Zealand Ministry of Social Development (MSD) has selected the Curam Business Application Suite(TM) to power the agency's electronic Client Management System. The Client Management System will work to ...

Hi I’m Billy Tan, Technical consultant from Hewlett Packard. Today I’m going to share with you how you can actually ‘Simplify your PC Client Management’ Let’s look at a typical set of tasks an IT ...

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 ...