An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Looking for the best proposal management software? Check out our comprehensive list of top-rated software options, with features, pros, cons, and pricing. Navigating the complexities of proposal ...

Canopy announced AI-powered upgrades to its Smart Intake solution. Specifically, the company announced AI-generated client ...

Software Circle has acquired Broker Information Services Ltd (BIS), a provider of client management and quotation software for the financial broker market in Ireland in an €8.25m ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

Manchester-based acquirer Software Circle has made its tenth acquisition – its second in Ireland – to buy Broker Information ...

Project management (PM) software is a universal need to keep track of goals, research, data, scheduling and everything else under the sun. If you have more specific needs, however, you may have to ...

Nexl, a tech startup that makes customer management software for law firms, has raised $23 million in a bid to get more Big ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...