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 ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

ParisQuadient (Euronext Paris: QDT), a global intelligent automation platform enabling secure and professional business connections, today ...

'ZDNET Recommends': What exactly does it mean? ZDNET's recommendations are based on many hours of testing, research, and comparison shopping. We gather data from the best available sources, including ...

Editor's Note: This article was updated on July 12, 2024 to include new data and information. Customer relationship management (CRM) platforms have been around since the '90s. Back then they were ...

As a small-business owner, you work hard to get new customers, and once they visit your website or walk in the door, you should do everything you can to make sure they stay a happy customer and return ...

BOSTON & APPENZELL, Switzerland--(BUSINESS WIRE)--GMC Software Technology, a leading provider of customer communications and output management solutions, today announced the launch of GMC Inspire™.

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. The help desk software market is growing rapidly as ...

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...