Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Financial Planning Software. We ...

Crosslink Capital bought 143,650 shares of monday.com, raising its position value by $20.55 million quarter-over-quarter.

Fintel reports that on December 5, 2025, DA Davidson maintained coverage of Salesforce (NYSE:CRM) with a Neutral ...

Michelle Feinstein details how wealth firms transform CRM systems from basic records into AI-powered hubs that boost ...

Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, has been named a Leader in ...

NEW YORK, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Arax Investment Partners (“Arax” or the “Company”), a premier wealth management firm backed by RedBird Capital Partners (“RedBird”), is pleased to announce ...

Focal leverages Toronto-based data centre to keep client information local and secure, while powering workflows tailored to Canadian advisors Focal, the AI-powered productivity platform and meeting ...

Salesforce is delivering record amounts of free cash flow and buying back a ton of its stock at discounted valuations. Click to read why CRM is a Strong Buy.

Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every interaction. We help you choose the right CRM for your small business based on our in ...

Now in its 11th year, the Travvy Awards honored the best-of-the-best of suppliers – and in an impressive number of categories – including travel insurance providers – during a gala event at the ...

USA TODAY is partnering with Statista to create its fourth annual list of the best financial advisory firms. The ranking will be determined by a survey of clients and financial industry peers. Readers ...