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 ...

Tampa, FL, February 23, 2012 – eAgent, an online insurance agency and document management system, has partnered with Voice over Internet Protocol provider Vocalocity to provide enhanced VoIP services ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

Chat2DB, an open source SQL client enhanced by artificial intelligence, has introduced significant updates designed to reshape how professionals manage and interact with databases. By incorporating ...

July 9, 2020 — Building on the success of Oracle’s Exadata Cloud@Customer service over the last three years, Oracle announced the availability of Oracle Autonomous Database on Exadata Cloud@Customer.

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention ...

Databases are the backbone of countless applications and systems, yet managing them can often feel like navigating a maze of complexity. If you’ve ever found yourself wrestling with SQL queries, ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Vocalocity, the fastest-growing provider of VoIP for small business, today announced that it has partnered with eAgent, an online insurance agency and document management system, to provide enhanced ...