NAPLES, FL / ACCESSWIRE / April 26, 2024 / Barbershop Brotherhood, a tech-driven platform created to support barbers and barbershops alike, has introduced a new client management system with the ...

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 ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

Please note: This item is from our archives and was published in 2002. It is provided for historical reference. The content may be out of date and links may no longer function. irtually all accounting ...

We require a highly reliable client management system, and Unisys has been a longstanding partner that truly understands the importance of the services we provide to our varied client base,' said ...

Ever notice your team struggling to finish client work on time, even after implementing a Practice Management System (PMS)?

UK stockbroker Williams de Broë has gone live with Kurtosys' Web-based private client management system, K.ClientManager. Williams de Broë says it chose the Kurtosys system because it was able to meet ...

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 ...