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 ...

NEW YORK, Nov. 28, 2023 /PRNewswire/ -- Ezra Group, LLC (Ezra Group), a strategy consulting and research firm that has provided technology and operations advice to the wealth management industry since ...

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...

Envestnet, Inc. (ENV) reported its Q1 2023 financial results on May 4, 2023, missing revenue estimates but beating expected earnings. The company provides a suite of wealth management and data ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

(Bloomberg) -- Envestnet Inc., a provider of wealth-management software, is drawing takeover interest from buyers including Advent International and GTCR, according to people familiar with the matter.

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 ...

Financial advisor use of both tax planning and estate planning software spiked dramatically over the past two years. That was among the more notable takeaways in the T3/Inside Information Advisor ...

Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Oct 31, 2023, 10:53am EDT Nov 10, 2025, 07:26am EST This ...

From left, Joel Bruckenstein, T3 president, and Bob Veres, Inside Information owner, present the findings from the 2025 T3/Inside Information Software Survey at the Technology Tools for Today (T3) ...

NEWTOWN, Pa.--(BUSINESS WIRE)--Today, Wealth Management GPT, a leading innovator in artificial intelligence technology, is thrilled to announce the launch of their writing tool designed exclusively ...