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 ...

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 ...

Managing client relationships efficiently is crucial for maintaining a successful photography business. Photographers have to manage various tasks, from scheduling sessions and sending invoices to ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

So what is a CRM in real estate? Customer relationship management (CRM) software lets you manage every interaction and aspect of your client relationships. When you’re providing one of the most ...