Customer relationship management software provider and Microsoft Dynamics partner Client Profiles has released CRM4Accounting, a Dynamics CRM-based product tailored specifically for the accounting ...
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 ...
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
Case management software provider Client Profiles, based in Atlanta, has acquired New York-based Saga, the developers of the Saga Practice Manager application, a plaintiff-geared product that includes ...
When someone seeks out a professional service, they’re searching for the provider who can best address their current needs and, hopefully, provide sustainable solutions going forward. Likewise, ...
Coaches should transform their LinkedIn profiles into client-attracting sales pages, not resumes. Craft specific headlines that filter ideal clients, make your "About" section a sales conversation ...
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