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 ...

Tampa, FL, February 23, 2012 – eAgent, an online insurance agency and document management system, has partnered with Voice over Internet Protocol provider Vocalocity to provide enhanced VoIP services ...

We frequently observe that accounting firm owners care a lot for their clients. Still, many individuals who change firms believe they didn’t receive the appropriate care from their previous accountant ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

July 9, 2020 — Building on the success of Oracle’s Exadata Cloud@Customer service over the last three years, Oracle announced the availability of Oracle Autonomous Database on Exadata Cloud@Customer.

Vocalocity, the fastest-growing provider of VoIP for small business, today announced that it has partnered with eAgent, an online insurance agency and document management system, to provide enhanced ...