"Version 2 brings tailored customer experience to a new level, and gives businesses even more tools to brand the platform as their own," says Tayfun Bilsel, the CEO of Clinked.

New take on client portal creates a digital environment where advisors can deliver holistic wealth management

Real-time case management, scheduling of services and management logistics of each client visit eases volunteer burden

New best practice technology for CPA websites provides a secure online way to transfer information that solidifies client relationships and positions firms as leaders in their field.

eFileCabinet to debut new Enterprise Content Management products and services to partners

SecureDrawer v2.0's robust new features enable users to share files quickly and securely via the Web