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 ...

The best project management apps we've tested can help you keep your team on track. I'm an expert in software and work-related issues ... Choice winners are GanttPro for beginners, Teamwork for client ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on 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 ...

NEW YORK, September 04, 2025--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A ...

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 ...

BELLVILLE, South Africa & FOSTER CITY, Calif.--(BUSINESS WIRE)--Santam, South Africa’s leading non-life insurer, and Guidewire Software, Inc. (NYSE: GWRE), a provider of flexible core system software ...

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 ...

Acquisition integrates Empaxis’s data management expertise directly into Communify’s platform, solving the #1 barrier to AI adoption for wealth and asset managers: Data Management. "Advisors and asset ...

There are also new tools for building agents, intended to help enterprises automate the ingestion and cleaning of data, and generation of data pipelines. Informatica (Nasdaq:INFA) is preparing ...

Veritas Technologies, a provider of multi-cloud data management software, is releasing the latest version of NetBackup powered by Cloud Scale Technology, laying the foundation for Autonomous Data ...