Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.

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 ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

The newly launched Wealthscape Intelligence and onboarding capabilities are designed to unlock personalized insights and ...

TIFIN's wealth division this week launched a new offering that aims to personalize the experience of wealth management clients via next-generation tech. Billed as a "first-of-its-kind platform for ...

Evan is a writer and entrepreneur with a background in technology and content marketing. He is currently the Head of Growth at Sagetap.io. Previous to Sagetap, he was was co-founder & CEO of the ...

The rise of technology in wealth management has allowed advisory clients ever-greater online access to their account information. But it's also given rise to fears that increased digital autonomy may ...

Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

Looking for the best proposal management software? Check out our comprehensive list of top-rated software options, with features, pros, cons, and pricing. Navigating the complexities of proposal ...

Asset allocation - dividing resources among different investment categories - is a way to lessen the risk of losses in a financial portfolio. Over the past decade, it has become increasingly critical ...