Although Bitrix24 may be outlined as a CRM tool, it also doubles as a fantastic piece of client management software. The solution is a well-designed collaboration tool that is great for ...

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 ...

Digital advisor-client collaboration can go beyond texting and document sharing and advisors can provide guardrails that allow clients the opportunity to discuss fears and concerns.

Client 360 has been officially reborn. I recently took the first outsider's look at the updated technology engine and platform of independent broker-dealer Commonwealth Financial Network and found ...

United Wholesale Mortgage (UWM) has launched Brand 360, a customizable client management tool for their partners that offers borrower outreach, alerts and monitoring post-closing, as well as fully ...

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

We also tested new client security management capabilities. Among the six vendors participating - Aagon, Kace, LANDesk, Novell, ScriptLogic and Symantec, ...

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

AppSense launches improved client virtualization management tools A cute, nonsensical catch phrase hiding interesting technology. Written by Dan Kusnetzky, Contributor July 25, ...

Client 360 has been officially ... of independent broker-dealer Commonwealth Financial Network and found that it now integrates all client management tools: customer relationship management, ...