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An information management system collects and manages data that is stored in a variety of formats and makes it accessible to the people who need it. Often, a small business needs only to manage office ...

LOS ANGELES — May 2, 2007 — Microsoft Corp. today outlined its vision for integrated security and management solutions and announced delivery of key products under the Forefront™ and System Center ...

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 ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Tailored specifically to SMB business needs, Aurora Payments’ new industry-first POS system enables service-based businesses to handle payments, appointment bookings, client management and customer ...