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 ...

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 ...

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 ...