Sebi proposes simplified client onboarding, rationalized risk management at KRAs. Aims to ease KYC, reduce redundant verification.
An information management system collects and manages data that is stored in a variety of formats and makes it accessible to the people who need it. Often, a small business needs only to manage office ...
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 ...
Tailored specifically to SMB business needs, Aurora Payments’ new industry-first POS system enables service-based businesses to handle payments, appointment bookings, client management and customer ...
KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT, a leading provider of thin client and virtual desktop solutions, today released DeTOS 7.3., the latest version of its Devon Terminal Operating System ...
Small businesses are chiefly concerned with getting and keeping customers by producing quality goods or services. Business owners are also faced with the considerable challenge of turning mountains of ...
In an ideal world, enterprise information management (EIM) systems provide every employee with a comprehensive view of all available information resources. But we don't live in an ideal world. An EIM ...