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 ...
For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...
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.
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 ...
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 ...
Tailored specifically to SMB business needs, Aurora Payments’ new industry-first POS system enables service-based businesses to handle payments, appointment bookings, client management and customer ...
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 ...
The release brings client service to new heights as it revolutionizes an industry that has been characteristically slow to embrace new technology. NEW YORK, NY ...
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 ...
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