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 ...

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 ...

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 ...

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 ...

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 ...

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.

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 ...

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, ...

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 ...