Raymond James unveiled a new client platform for its advisors and announced the launch of an artificial intelligence learning ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every ...

Our research shows that Zoho CRM is the best client management software thanks to its robust analytic tools, solid lead conversion features, and its many integrations with other first- and third-party ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

Forbes contributors publish independent expert analyses and insights. I write about the freelance revolution and the future workforce. But there are other forms of platform intelligence. One, the ...

Troutman Pepper has launched an initiative aimed at connecting clients with firm resources to address client challenges. The firmwide initiative, which the firm calls Troutman Pepper Plus, uses client ...

Rachel Williams has been an editor for nearly two decades. She has spent the last five years working on small business content to help entrepreneurs start and grow their businesses. She’s well-versed ...