Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...
Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...
INTX Insurance Software (“INTX” or “the Company”), a provider of a fully integrated, single solution to the entire P&C insurance policy lifecycle, today announced its official North American launch ...
MILWAUKEE, Dec. 15, 2025 /PRNewswire/ -- Leading insurtech provider, Zywave, announced today that it has been recognized as a leader by Forrester Research in The Forrester Wave™: Insurance Agency ...
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 ...
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
New York City-based wealthtech software developer FP Alpha announced Thursday the official release of the firm’s new tool, P&C Snapshot. P&C Snapshot was first announced in March at the T3 Conference ...
Shadi Sa’adeh reveals how their products are setting a benchmark in the industry ESKADENIA Software has been a trusted technology partner for insurers across the Middle East, Africa, and Europe. As a ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...
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