For more network managers, security is becoming a must-have feature in many operations products. The two IT disciplines have been coming together over the years in the areas of security event or ...

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 ...

Independent broker-dealer firm Commonwealth Financial Network has created its own client relationship management system that advisers can begin using today. Instead of implementing a CRM by an ...

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 ...

Jetpack Workflow has launched its cloud-based client management system for small to medium-sized accounting firms and accounting professionals. Designed as a simple solution for tracking client work, ...

Hi I’m Billy Tan, Technical consultant from Hewlett Packard. Today I’m going to share with you how you can actually ‘Simplify your PC Client Management’ Let’s look at a typical set of tasks an IT ...

LONDON, Nov. 26, 2020 /PRNewswire/ -- Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading ...

The Queensland government is preparing to replace the Department of Child Safety, Youth and Women’s Integrated Client Management System (ICMS) with a new cloud-based platform. The ICMS is the core ...

Queensland's Department of Child Safety has tapped Deloitte Australia to audit its Unify client management system. The audit into the Unify system “will begin immediately”, a department spokesperson ...