In fitness industry, personal trainers and gym owners are integrally connected with their clients and the business operations. There is a constant demand to weave through personal and business ...

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 ...

IT executives tasked with whittling down an ever-expanding, often duplicative menu of software used in-house are facing static from employees who just can’t quit their favorite project management ...

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 ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...