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 ...

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

LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

Why you should consider AI, software development, and cloud and edge computing Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

In fitness industry, personal trainers and gym owners are integrally connected with their clients and the business operations. There is a constant demand to weave through personal and business ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance numbers, financial details including account numbers, government IDs provided ...