Two cloud-based customer relationship-management companies’ failure to implement standard cybersecurity protections made them “easy targets” for cybercriminals, leading to a May data breach that ...

One of the industries most in need of customer database software is e-commerce - and the solution that businesses should ...

For home care agencies, CRMs are the future of marketing. These tools allow you to streamline the journey from lead to client ...

I see it play out all the time in my line of work, where winning new business comes down to the little things—leveraging the right contacts at the right time. For example, this might mean making a ...

Investing in the precious metal has never been easier, which makes a financial planner's guidance all the more crucial.

Finance platform Rho announced the launch of the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

The Scientific Group develops and leverages technology systems to deliver a high level of responsiveness to its corporate ...

To seize the opportunity that digital wealth management presents, banks should first look for an engagement banking platform ...

"Fifty-two percent of clients are simply hanging on because ... co-founder and president at Modern Wealth Management. “They deserve to get fired if they're not doing the new way of wealth ...

On average, Agicap’s clients manage 15 different bank accounts each. So the chief financial officers (CFOs) working for these ...

Revenue-sharing option for accounting firms and wealth advisors. Offer clients a seamless solution for managing Simple ...