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 ...

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 ...

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 ...

Enterprises may find some overlap with the best contact management software on the market but these tools are usually more focused on internal comms. A client management system is designed to look ...

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 ...

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 ...

Tanium, a leader in Autonomous IT, today announced that it is a Leader in the IDC MarketScape: Worldwide Client Endpoint Management Software for Windows Device Management 2025–2026 Vendor Assessment ...

UK stockbroker Williams de Broë has gone live with Kurtosys' Web-based private client management system, K.ClientManager. Williams de Broë says it chose the Kurtosys system because it was able to meet ...

Zealand Ministry of Social Development (MSD) has selected the Curam Business Application Suite(TM) to power the agency's electronic Client Management System. The Client Management System will work to ...