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 ...

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 ...

Meevo reports spa booking software should provide features like online appointment flexibility, automated reminders, and ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

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 ...

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