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, ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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, ...

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 ...

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 ...

LONDON, Aug. 27, 2019 /PRNewswire/ -- Fenergo's, Client Lifecycle Management (CLM) solution has been recognised as "Best in Class" for CLM in capital markets by global research and advisory firm, Aite ...

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 ...

BNY Mellon plans to conclude the execution phase of its multi-year enterprise-wide client data program, aimed at enhancing management of legal entity data, by the middle of 2011, officials tell Inside ...

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud. In the old days, keeping clients' data secure was pretty easy. It just required a lock and key. Now, with ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The acquisition removes the primary obstacle of fragmented and ...