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 ...

Connected advice firms that can efficiently gather, manage and analyse data, will have a strong competitive advantage and ...

RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider. SHELTON, CT / ACCESS Newswire / / RightCapital, the fas ...

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 ...

If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

Custom software development services bring multiple benefits for businesses. But what should you consider when doing your ...

Marks & Co is a long-standing accountancy firm based in central Brighton. Founded in 1977, the two-partner practice supports around 1,400 clients, ...

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 ...

Main Capital Partners has acquired TrustArc, a San Francisco-based data privacy and artificial intelligence risk management software provider. No financial terms were disclosed. TrustArc’s clients ...

AMSTERDAM--(BUSINESS WIRE)--As vehicle development becomes increasingly complex with the transition to electromobility and the integration of software across almost all components, seamless ...