KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT today announced the expanded Lenovo thin client portfolio - with the new ThinkCentre M73 thin client – now running a fully unified operating system and ...

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 ...

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 ...

Most client portal software tools pretend to be complete business systems until you're two months in and still using three ...

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 ...

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 ...

Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has completed a $25 million Series A ...

Tanium, a leader in Autonomous IT, today announced that it is a Leader in the IDC MarketScape: Worldwide Client Endpoint Management Software for Windows Device Management 2025–2026 Vendor Assessment ...