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 ...

Maintaining accurate accounting records remains a legal obligation for people running small-business organizations. Over the years, technology has evolved much, and so have the methods of keeping ...

If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...

DUBLIN, IRELAND and SEATTLE, WA--(Marketwired - Jun 22, 2016) - Altify, the global leader in sales transformation, today announced that real-time monitoring and analytics provider ITRS Group is using ...

Telecom Lead Europe: Tektronix Communications, a provider of full-service telecoms intelligence solutions, has launched its Corporate Account Management (CAM) software solution, aimed at helping ...

Account managers have long been seen as essential. But in many cases, they’re unintentionally creating friction instead of ...