More than a year after acquiring one of the most popular client relationship management (CRM) programs among advisors, Orion Advisor Solutions is formally connecting its client portal to Redtail CRM.
Many of Microsoft's recent acquisitions have been of companies and/or technologies meant to bolster its Dynamics CRM product family. On September 28, Microsoft made another acquisition in this vein.
Discover how WxTrade unifies CRM, client portal, risk, and payments into one ecosystem, helping brokerages launch faster and ...
COMPANY NEWS: Phased solution deployment streamlines and simplifies customer experience Leading advisory and IT solutions provider, Atturra, has announced it has delivered the Development Portal, the ...
REDMOND, Wash., Aug. 27, 2001 — Onyx Software Corp. and Microsoft Corp. today announced that Onyx is the first customer relationship management applications vendor to pass the certification program ...
OAKLAND, Calif.--(BUSINESS WIRE)--Peach Finance, the leading modern loan management and servicing technology platform, today announced it is working with Google Cloud to build and deliver AI-driven ...
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