Milind Katti is the Co-Founder and COO of DemandFarm. A company that build digital tools for strategic account management. As organizations try to stay ahead of the market and build future revenue ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

In the last few decades, with the spread of globalization, many companies expanded their businesses to operate globally at either the supply side or demand side—or both. Take the example of Jane, an ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

The Radio Advertising Bureau says it’s a new online app and platform that incorporates real-time account management with CRM, projections and forecasting, and order tracking. The software provides RAB ...

Using SSH and encrypting your data are the biggest steps organizations can take to ensure that all their private information remains safe and secure and away from prying eyes. However, there are ...

FARMINGTON, Conn., Nov. 26, 2012 /PRNewswire-iReach/ — Mobile payments have arrived. Mobile banking adoption has accelerated at unprecedented rates, rivaling the speed-to-adoption of such consumer ...

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