Dynamic Planner believes its new partnership with Salesforce will allow it to deliver financial planning "at scale". The software provider has partnered with US-based company Salesforce which provides ...

The partnership makes Dynamic Planner the first and only UK-based wealth-planning partner for Salesforce. The firm is an American cloud-based software company headquartered in San Francisco. It ...

PADUCAH, Ky.--(BUSINESS WIRE)--CSI, a leading provider of end-to-end financial software and technology, announced today it has partnered with TruStage Compliance Solutions (TruStage) to integrate ...

Formstack, an online form-building and workflow software provider, has expanded Formstack for Salesforce native forms, which now includes all Formstack plans: Native Standard, Native Essentials, and ...

In an era defined by rapid technological advancements, one of the most significant transformations in the business landscape is the shifting dynamics in cloud computing. As companies across industries ...