Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, bringing its total capital ...

We list the best client management software, to make it simple and easy to better and more effectively manage your clients. Client management software describes a tool that monitors and analyses ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on ...

Harnessing a personalized, data-centric approach has proven effective in helping financial advisors retain clients and drive business growth.

OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that ...

Fenergo, the leading provider of Regulatory Onboarding, Entity Data Management and Client Lifecycle Management software solutions for institutional, c ...

Beyond the privacy concerns around exposing confidential client data, public-facing AI tools like ChatGPT or Gemini are built for generic usage and lack the sophistication required for complex ...

Who owns a client’s financial data? This question came up at a roundtable I hosted at the recent T3 Enterprise conference. The subsequent conversation demonstrated that the answer may be more ...