Artificial intelligence is changing the foundation of customer relationship management, making data-driven engagement central to how companies operate. QuickBooks has introduced the Customer Agent, an ...

One of the best FINRA-compliant client management software solutions for RIAs, Salesforce provides firms with a centralized hub to store and manage client information.

TruBridge announced Multiview’s cloud-based Enterprise Resource Planning (ERP) software as its preferred financial management solution for its clients, with the ability to fully integrate with ...

The Interwoven Accounting solution aggregates all critical business content into engagement or client-centric WorkSpaces allowing professionals to quickly view all content such as documents ...

Artichoke is a mobile client management app for iOS and Android that allows self-employed workers to make appointments and keep tabs on clients.

Financial advisors using the AssetMark wealth management platform will now have access to a new suite of services to boost tax efficiency and outcomes for their clients’ taxable assets. The firm ...

Proactive Risk, a leading provider of technology risk management solutions, is excited to announce that it has joined the Horizon3.ai Partner Program ...

JP Morgan has partnered with Abel Noser Solutions to provide an end-to-end solution transaction cost analysis (TCA) solution to its securities services clients. Abel Noser’s analytics will be ...