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 ...

Platform processes millions of accounts instantly and executes bulk data loading, rebalancing, reporting and billing faster ...

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 ...

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 ...

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 ...

Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows ...

Artificial intelligence and automated agents can help firms begin more personalized client interactions, even with minimal ...

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 ...

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 ...