DALLAS--(BUSINESS WIRE)--In February, 2022, BaCo Tech announced that it would be rebranding to Once Accounting Technologies. It launched a temporary logo and webpage to explain the rebranding. As of ...

FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge is pleased to introduce CLIC® Advisor, an extension of its digital workstation for independent financial professionals, and CLIC® Client, an investor center ...

Open-source plugin now available on the CrafterCMS Marketplace This plugin showcases how MCP, the industry’s emerging open standard for AI/tool interoperability, can unlock powerful new content ...

Built on the Model Context Protocol (MCP), the agent cuts onboarding from weeks to hours, enabling faster revenue optimization for businesses and advancing Nuvei's vision to embed agentic commerce ...

YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

With so many workstations and notebooks assigned to employee for work, enterprises seek and effective management solution to keep these clients systems secure, up to date and compliant with IT policy ...

Michael Kelly, the founder of fee-only registered investment adviser Switchback Financial, starts each day logging into his client relationship management software, where he keeps his client notes, ...

WPP Media has appointed Caroline Foster Kenny, former global chief client integration officer at VML, as global client president at EssenceMediacom, and Stephanie Prager, former client president at ...