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 ...

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 ...

The wealth management industry has become a data-driven business. From client segmentation to behavioral analytics, firms now capture and analyze more information than ever before. This creates new ...

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, ...

JERSEY CITY, N.J., Jan. 22, 2026 /PRNewswire/ -- LEAP, provider of all-in-one legal practice management software, today announced a new integration with Lawmatics, the leading CRM and growth platform ...

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...

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 ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

NEW YORK, April 06, 2026 (GLOBE NEWSWIRE)-- Aiviq, the award-winning client data management platform trusted by the world's leading asset managers, today announced the appointment of Nicholas Morse as ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

Data security has become a perennial concern for pretty much anyone with a bank account, 401(k), health insurance, or even just a Social Security Number. There have been about one billion stolen ...