We list the best client management software, to make it simple and easy to better and more effectively manage your clients. Businesses today have a plethora of digital tools at their disposal.

Client management software describes a tool that monitors and analyses your client interactions. It can help with managing sales, simplifying operations, and arranging more targeted customer ...

AppSense launches improved client virtualization management tools A cute, nonsensical catch phrase hiding interesting technology. Written by Dan Kusnetzky, Contributor July 25, 2011, 8:47 p.m. PT ...

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.

The wealth management industry has undergone a significant transformation in recent years, driven by changing client ...

Financial advisers affiliated with Commonwealth, an independent broker/dealer–RIA, can access portfolio, document, customer relationship, and wealth management functionality on one platform, including ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that.

These functions are typical of many accounts management software. There are tools that can be more flexible and serve your RIA’s needs and give the best client outcomes in various ways.

eM Client boasts a clean and simple design for better email management. It is an email client app that consolidates multiple tools to boost productivity.

Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.