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 ...

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 ...

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 ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

The release brings client service to new heights as it revolutionizes an industry that has been characteristically slow to embrace new technology. NEW YORK, NY ...

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 ...

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 ...

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 ...

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 ...