KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT today announced the expanded Lenovo thin client portfolio - with the new ThinkCentre M73 thin client – now running a fully unified operating system and ...

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 ...

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 ...

Independent broker-dealer firm Commonwealth Financial Network has created its own client relationship management system that advisers can begin using today. Instead of implementing a CRM by an ...

Jetpack Workflow has launched its cloud-based client management system for small to medium-sized accounting firms and accounting professionals. Designed as a simple solution for tracking client work, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Infocus Money Management has launched a client management system that it says will dramatically reduce the cost of providing advice by producing advice documents more quickly. The in-house ...

Registered Rep: Technology that's had the greatest impact on your business? Paula Dorian Gray: Pareto Client Management System, which allows us to provide high-touch service and be proactive. RR: ...

The Symantec Management Client Service controls many of the low-level drivers and other functions needed to run the service. Sometimes the SMC service shuts down and requires a manual restart. If you ...

The real estate industry, traditionally known for its adherence to time-tested methods and a cautious approach to change, is primed for transformation. Historically, the industry has favored proven ...