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 ...

Cruise Planners/American Express, the largest home-based travel agent franchise, has launched eREZSM, the company's first web-based customer relations management program that allows agents to organize ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

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 ...

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 ...