In this buying guide, we’ll outline the best client management software on the market today and their individual strengths and weaknesses. Whether you’re a multinational or a start-up, we’re here to ...

The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business.

For many personal-service entrepreneurs, the struggle to achieve small business success starts at the front desk. The friendly face behind the front desk at the local yoga studio or fitness center ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

“With this latest release of LTM we have taken our powerful management platform that helps drive deployment and management of hosted and virtual desktop solutions, and developed expanded security ...

From efficient scheduling capabilities and appointment confirmations to the ability to carefully track client preferences and update ever-evolving business services and pricing, contact management ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

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 ...