Today's business landscape is increasingly digital, shaped by changes in how documentation flows between colleagues and clients in remote and hybrid work environments. There’s no denying the benefits ...

RALEIGH, N.C.--(BUSINESS WIRE)--ShareFile®, the secure, collaborative client experience solution, today announced the release of ShareFile® for Accounting, designed with the unique needs of accounting ...

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 ...

BOSTON--(BUSINESS WIRE)--Charles River Development, a State Street Company, today announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Enterprise Data clients, including those now working remotely, can maximize the value of the Bloomberg data they subscribe to with Data License Plus Bloomberg today announced the launch of Data ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

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 ...

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, ...

Looking for the best proposal management software? Check out our comprehensive list of top-rated software options, with features, pros, cons, and pricing. Navigating the complexities of proposal ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...