Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

Some of the best open source SQL Clients for Database Management are Sqlectron, SQuirrel SQL client, SQL Chat, OmniDB, HeidiSQL,Falcon, etc.

A client database should store contact information, including mailing addresses, home phone and cell phone numbers, e-mail addresses, fax numbers and client website information.

Wealth Think How to Build a Database to Track Your Clients By Barbara Lewis December 08, 2010, 10:35 a.m. EST 3 Min Read ...

Simplify database tasks with Chat2DB's AI-powered SQL client, offering query automation, data visualization, and natural language interaction ...

This cloud-based software system brings together everything tax and accounting firms need into one powerful, connected platform that's fully integrated with the Capego suite of products Wolters ...

Customer Relationship Management A customer relationship management (CRM) database can help a small business manage the lifeblood of its business – its customers.

Aternity Inc., a provider of end user experience management solutions, has announced that Aternity and Unisys Corporation have taken a further step in the collaboration that enables Unisys to ...

Bailey Roberts is Wollongong-based financial advisory company that manages 375 client accounts with funds-under-management of over AU$80 million.

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information ...