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 ...

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 spreadsheets, ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud. In the old days, keeping clients' data secure was pretty easy. It just required a lock and key. Now, with ...

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, ...

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 ...

Link and BECRS work together to provide precise entity mapping and data enrichment, allowing customers a complete view of their data landscape Kensho Link helps organizations with the first step of ...

Fenergo delivers standardised global KYC policy, single client view, operational efficiencies and optimised client experience for Natixis' Corporate and Investment Banking business Fenergo, the ...

The FATCA regulations have been widely tipped to be arriving very soon. However, multiple date changes so far for final FATCA regulations have created a huge amount of uncertainty in the market, which ...

Acquisition integrates Empaxis’s data management expertise directly into Communify’s platform, solving the #1 barrier to AI adoption for wealth and asset managers: Data Management. "Advisors and asset ...

Discover how relationship management strengthens business ties, boosts brand loyalty, and mitigates risks through effective ...