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 ...

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 ...

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 ...

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, ...

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 acquisition is expected to close in the second quarter of 2024 Centerview Partners acted as financial adviser to Delphix in connection with the transaction Francisco Partners invests in technology ...

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 ...

Veritas Technologies, a provider of multi-cloud data management software, is releasing the latest version of NetBackup powered by Cloud Scale Technology, laying the foundation for Autonomous Data ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Today, the amount of data that an organization needs to manage and analyze overwhelms many ...