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 ...

Explore the possibilities of free CRM software with our comprehensive guide. Discover the best solutions to manage customer relationships and drive business growth without breaking the bank. Several ...

The best project management apps we've tested can help you ... At PCMag, I review AI and productivity software—everything from chatbots to to-do list apps. In my free time, I’m likely cooking ...

BELLVILLE, South Africa & FOSTER CITY, Calif.--(BUSINESS WIRE)--Santam, South Africa’s leading non-life insurer, and Guidewire Software, Inc. (NYSE: GWRE), a provider of flexible core system software ...