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 ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, today announced the availability of Act! Solutions ...

AssetMark, a leading wealth management platform for independent financial advisors, today announced that its innovative Tax Management Services (TMS) delivered an average annual tax savings of 1.42% ...

Hewlett-Packard and systems management software vendor Altiris have strengthened their long-standing partnership with the release of two co-developed client management software bundles. Although the ...

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 ...