NEW YORK--(BUSINESS WIRE)--Lenox Park Solutions, Inc. (“Lenox Park”, or the “Company”), a leading collaboration and data analytics financial technology firm, has reported that OCIO firms totaling ...

Among its many consequences, fragmented and disorganized data in the homecare industry can make care coordinators feel like they’re piecing together a puzzle with a few missing or incorrectly labeled ...

Thanks to generative AI, we’re getting close to the promise of truly “democratizing” data. This means anyone can make decisions that are data-driven, not just highly skilled data scientists. Here ‘s ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

SAINT PETERSBURG, Fla. & CHICAGO--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory ...

AI-driven tools are automating many traditional tasks in financial analysis. Tasks like data gathering, spreadsheet modeling, and report creation that once took a lot of manual effort now get ...

Customer data integration (CDI) unifies data from multiple sources, creating a complete and accurate view of customers. It’s how your favorite online store knows exactly what you’re looking for—even ...

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 ...