Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

Driven by in-house counsel demand and competitive forces, over the previous decade many larger law firms have made investments in legal project management capabilities geared at assuring clients of ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

Accelo is an excellent client work management platform built upon six key components: sales, projects, billings, retainers, tickets and reports. It is a multifaceted solution that uses an all-in-one ...

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 ...

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 ...

Over the last decade, Alana has served as a business operation, technology, and marketing consultant for countless businesses — from start-ups and mid-sized businesses like Fit Small Business to ...

By integrating specialized financial tools directly into project workflows, firms are unlocking more accuracy than ever before when it comes to forecasting and spend control. According to Kezya De ...

Consertus, Inc., a portfolio company of RTC Partners, today announced that CCS International, Inc. (CCS), an Oakbrook Terrace ...