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 ...

Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...

We think Bitrix 24 is the best CRM for analytics, earning a 4.4 star rating from our research team. Our research shows that Bitrix offers numerous reports and dashboards that can help visualize KPIs ...