An information management system collects and manages data that is stored in a variety of formats and makes it accessible to the people who need it. Often, a small business needs only to manage office ...

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 ...

A management information system (MIS) is a set of systems and procedures that gather data from a range of sources, compile it and present it in a readable format. Managers use an MIS to create reports ...

A scan across the wealth management and financial services industry shows there is a growing movement of advisors looking to differentiate themselves by offering a more comprehensive, private wealth ...

In an ideal world, enterprise information management (EIM) systems provide every employee with a comprehensive view of all available information resources. But we don't live in an ideal world. An EIM ...