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

Whether you need a CRM for sales, customer service, or marketing, we've got the examples to get you started. We may receive a commission from our partners if you click on a link to review or purchase ...

IT assets are software, hardware or cloud resources that help businesses run their operations. Managing these assets efficiently is crucial for optimizing productivity, reducing costs and ensuring ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Lauren (Hansen) Holznienkemper is a lead editor for the small business vertical at Forbes Advisor, specializing in HR, payroll and recruiting solutions for small businesses. Using research and writing ...

MOCHA is a project management methodology or framework that helps clearly define the different roles that specific employees occupy during a given project. There are some situations where MOCHA is ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Eric's career includes extensive work in both public and corporate accounting with ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A well-designed information technology asset management (ITAM ...