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 ...

We think Bitrix 24 is the best CRM for analytics, earning a 4.4 star rating from our research team. Our research shows that Bitrix offers numerous reports and dashboards that can help visualize KPIs ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

Five years after launching as a basic referral program connecting consumers to financial advisors, Zoe Financial has evolved into a back- and middle-office services platform for registered investment ...