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 ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

The best solutions can squeeze more out of a popular service Some accountants view write-up as grunt work - something akin to bookkeeping, that they have to do to keep particular clients. Others are ...

NEW YORK, NEW YORK - (Accesswire - October 4, 2013) - Telecorp Inc. (OTC Markets: TLNUF), a leading developer of affordable, state-of-the-art Customer Relationship Management (CRM) and client contact ...

NEW YORK, NY--(Marketwired - Sep 25, 2013) - Telecorp Inc. (PINKSHEETS: TLNUF), a leading developer of affordable, state-of-the-art Customer Relationship Management (CRM) and client contact software ...