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 ...

Kelley Rating (one asterisk = lowest, five asterisks = highest): • Ease of navigation, design of interface and learning curve **** • Instructional documentation and help system **** • Carries out the ...

Guide staff to embrace the knowledge, attitudes, skills and behaviours that will institutionalise client responsive programming; Guide managers to systematically nurture and model the knowledge, ...

Check out our comprehensive list of the top resource management software that can help you effectively track and optimize your resources. Best for affordability: Resource Guru Best for intuitive ...

New York, NY – June 06, 2019 — Private Client Resources (PCR), the aggregator of choice for major wealth-management firms and technology providers, today announced that private equity firm Public ...

ANN ARBOR -- Logic Solutions Inc. has added managed application development services to better address client resource management needs. Logic is a work-for-hire application development firm, ...

Human Resource Management (HRM) is the term used to describe formal systems devised for the management of people within an organization. The responsibilities of a human resource manager fall into ...