Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients real-time insights and quicker answers while cultivating stronger trust in their ...

NEW YORK--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, ...

Link and BECRS work together to provide precise entity mapping and data enrichment, allowing customers a complete view of their data landscape Kensho Link helps organizations with the first step of ...

The wealth management industry has become a data-driven business. From client segmentation to behavioral analytics, firms now capture and analyze more information than ever before. This creates new ...

Spotlighting the top portfolio management software and fintech providers in Canada who are tackling pain points and enabling ...

LOS ANGELES--(BUSINESS WIRE)--Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

JERSEY CITY, N.J., Jan. 22, 2026 /PRNewswire/ -- LEAP, provider of all-in-one legal practice management software, today announced a new integration with Lawmatics, the leading CRM and growth platform ...