If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

We think Bitrix 24 is the best CRM for analytics, earning a 4.4 star rating from our research team. Our research shows that Bitrix offers numerous reports and dashboards that can help visualize KPIs ...

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 ...

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 ...

Orion Advisors Solutions, one of the largest turnkey asset management platforms that supports more than 2,300 advisory firms, has acquired Redtail Technologies, the developer of the most popular ...

Campus Management Corporation, a Florida-based company that makes student-information software for colleges, announced this week that it had acquired Talisma, a company that makes software to manage ...

What makes the SoftwareReviews Data Quadrant different? It is the inclusion of aggregated emotional response ratings in the areas of service, negotiation, product impact, conflict resolution, and ...

The pandemic has reshaped Americans’ lives in lots of different ways—from how people shop for groceries to where they perform their jobs. It has also changed the ways many clients interact with their ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...