Software developers, web designers, and other IT professionals who are trying to build up a consulting business are often asked to provide the prospective client with a formal proposal explaining how ...

Each client is unique and deserves to be listened to and engaged in a unique way. Do you use boilerplate language in proposals? My guess is most of you reading this do use boilerplate in some capacity ...

Evenz Escarne, Founder & CEO of FolioMax launches its next-generation wealth management platform, giving financial advisors smarter tools for portfolio analysis, proposal generation, and SMA ...

Wix announced a new a feature that allows businesses to create business proposals and manage payments, streamlining the process of converting prospects into clients and setting up payments. The new ...

CONCORD, Calif., Sept. 23, 2020 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial ...

Clients want their computing problems solved with the ease of getting a pizza delivered: call a number, tell them what you want, and it shows up soon afterward. The ingredients you use in the pizza ...