Backbase announced today that Datos Insights named it the winner of the 2026 Wealth Management Impact Award in Wealth ...

DPI Showcase Websites’ CRM technology helps Realtors enjoy more referrals and better client relationships. Building solid client relationships is essential for real estate businesses, but managing ...

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 ...

Legal operations startup Paravo emerged from stealth and launched a client management platform. Paravo leverages AI agents for client interactions: answering inbound calls, making outbound calls to ...

Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising high-income millennials, business owners, and professional athletes. He was named one of the Investopedia ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

IT administrators must make sure that their end user environment is secure and reliable -- this is the case for all types of OSes including thin client OSes. Thin clients need management, and these ...

The 22nd annual CPA Practice Advisor Readers’ Choice Awards highlight the preferred software and hardware technologies used by nearly 4,000 voting tax and accounting professionals. The summary of key ...