Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in ...

On December 9, Morgan Stanley reduced the price target on the company’s stock to $398 from $405 while keeping an “Overweight” ...

Mailchimp has grown from a basic newsletter tool into a platform that supports small businesses with email creation, subscriber management, forms, landing pages, automation, and reporting. Its ...

Lender and Broker Services, Products, and Software Warehouse lending got a major upgrade in 2025. OptiFunder has transformed ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

The seven desk booking platforms range from mid-market solutions (Archie, Deskbird) to enterprise-grade (Robin, Eptura Engage ...

Snowflake (SNOW), and Oracle (ORCL) are among Mizuho's top enterprise software stocks for 2026, the firm said in an ...

Nimble’s unified marketing platform aims to help SMBs replace bloated email and CRM tools with a single system for managing ...

Customer relationship management (CRM) doesn't have to be costly and complicated. Start with the top small-business-friendly CRM software we've tested. I’ve been writing and editing technology ...

In the widespread world of business, customer service can often make or break a company’s chance at success. Subsequently, many brand owners aim to enhance the usefulness of their operations with fine ...