The company is recognized as a Leader in the inaugural 2026 Gartner (R) Magic Quadrant (TM) for Endpoint Management Tools and as a Leader in the IDC MarketScape: Worldwide Client Endpoint Management ...

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 ...

NEW YORK--(BUSINESS WIRE)--SurePoint Technologies, the leading cloud provider of financial and practice management solutions for law firms, announced today its acquisition of Cole Valley Software, the ...

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

Looking for the best proposal management software? Check out our comprehensive list of top-rated software options, with features, pros, cons, and pricing. Navigating the complexities of proposal ...