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 ...

Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

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 ...

NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...

Top 5 CRM software for sales and customer management: compare features, pricing, and best-fit use cases to boost revenue, retention.

The best contact management software is Zoho CRM, offering an affordable platform with lots of features aimed at helping you track and analyze contact data, including list segmentation and automated ...

ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...