At its ManageFusion user conference in Las Vegas last week, Altiris announced that version 6.1 of its Client Management Suite will boast new Mac OS X tools. New Mac-friendly Inventory and Software ...

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 ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

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 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Mac computers are the standard for some industries, and many professionals prefer using them for work—even when it’s not required. When project management software is optimized for macOS, workflows ...

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 ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

Amy Nichol Smith spent more than 20 years working as a journalist for TV and newspapers before transitioning to software and hardware product reviews for consumers and small businesses. She has been ...