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 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

MIAMI--(BUSINESS WIRE)--OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has raised $8 million ...

MINNEAPOLIS, Feb. 14, 2024 /PRNewswire/ -- Perforce Software ("Perforce"), a provider of solutions to enterprise teams requiring productivity, visibility, and scale along the development lifecycle ...

Dynamo v3.0 transforms investment management with AI, automation, & a next-gen UI, boosting efficiency, security, & ...

Link and BECRS work together to provide precise entity mapping and data enrichment, allowing customers a complete view of their data landscape ...

The acquisition is expected to close in the second quarter of 2024 Centerview Partners acted as financial adviser to Delphix in connection with the transaction Francisco Partners invests in technology ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

San Diego, CA, Jan. 21, 2025 (GLOBE NEWSWIRE) — Lawmatics, the leading growth platform for law firms, today announced a new integration with case management provider CARET Legal. This integration ...