Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Project management is an important function of any small business, allowing teams to keep track of a project’s progress and stay organized with various tasks. Managing projects can be complex, but the ...

Combine the Morningstar insights that clients trust with the tools to grow your practice. In one convenient platform, you can focus on what matters most—meaningful conversations with clients and ...

We test the leading software that helps teams work together. These are the top online collaboration tools we recommend, including project management and team messaging apps. I've been contributing ...

Mac computers are the standard for some industries, and many professionals prefer using them for work—even when it’s not required. When project management software is optimized for macOS ...

IRIS announced it expanded its IRIS Firm Management solution with, among other things, enhanced document management ...

AgendaPro, a pioneer in company management solutions, has unveiled its comprehensive software platform built explicitly for ...

Discover the top project management trends for 2025. Explore insights and strategies for increased productivity and better collaboration. Discover the top project management software options for ...

ARMONK, N.Y., Jan. 16, 2025 /PRNewswire/ -- IBM (NYSE: IBM) today announced its intent to acquire Applications Software Technology LLC 1, a global Oracle consultancy. Applications Software ...