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 ...

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 ...

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 ...

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, ...

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 ...

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, and I have been contributing to PCMag since 2011. I launched the ...

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 ...

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 ...