KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT today announced the expanded Lenovo thin client portfolio - with the new ThinkCentre M73 thin client – now running a fully unified operating system and ...

UNITED STATES, CO, UNITED STATES, January 13, 2026 / EINPresswire.com / — EXTRACT ADVISORS announced that its core ...

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 ...

Independent broker-dealer firm Commonwealth Financial Network has created its own client relationship management system that advisers can begin using today. Instead of implementing a CRM by an ...

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 ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Jetpack Workflow has launched its cloud-based client management system for small to medium-sized accounting firms and accounting professionals. Designed as a simple solution for tracking client work, ...

Generali International, a subsidiary of the Italian insurer Generali Group, has extended an existing e-business services agreement with Intelligent Environments Group (iE) for improved Web-based ...

With the bull market of the prior decade over and the rising interest rates that fueled industry profits last year expected to slow in 2023, wealth management firms are facing a tough landscape.

The Queensland government is preparing to replace the Department of Child Safety, Youth and Women’s Integrated Client Management System (ICMS) with a new cloud-based platform. The ICMS is the core ...