Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...

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 ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Nov 09, 2025, 11:37am EST Nov 26, 2025, 03:56am EST Each year ...

A Morrisville tech company aims to expand its AI-driven wealth management platform globally. 2025 Community Champion Awards (Companies) Triangle Business Journal will recognize the accomplishments of ...

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...

CICC Wealth Management continues to invest heavily in financial technology and in improving its digital ecosystem. In 2024, it continued to advance its strategy by upgrading the digital platform, ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes Eric Hurkman as its first chief ...

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 ...