Customer relationship management software provider and Microsoft Dynamics partner Client Profiles has released CRM4Accounting, a Dynamics CRM-based product tailored specifically for the accounting ...
SmartAsset on MSN
Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
ATLANTA, June 13, 2011 (GLOBE NEWSWIRE) -- Client Profiles, one of the leading providers of CRM software for the professional services market, introduced CRM4Accounting at the AICPA Practitioners ...
ATLANTA, Jan. 31, 2011 (GLOBE NEWSWIRE) -- Client Profiles, a global provider of case management, financial management and CRM software to leading law firms, announced today that it has acquired New ...
Case management software provider Client Profiles, based in Atlanta, has acquired New York-based Saga, the developers of the Saga Practice Manager application, a plaintiff-geared product that includes ...
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