Customer relationship management software used by law firms are meant to help lawyers, paralegals, legal assistants, and administrators manage clients, leads, and cases. These systems hold all client ...

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 ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Emails play a vital role in business communication. However, there is more to email than just typing and sending a message. It also involves crafting proper responses, keeping tabs on important ...

Case management software provider Client Profiles, based in Atlanta, has acquired New York-based Saga, the developers of the Saga Practice Manager application, a plaintiff-geared product that includes ...