Crypto custody specialist BitGo announced the acquisition of a software platform, HeightZero in a strategic move amid the rising institutional interest in crypto wealth management. What Happened: ...

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 ...

Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, ...

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 ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

DALLAS--(BUSINESS WIRE)--OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth Management, a trusted leader in comprehensive financial services, to be its ...

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for Financial Advisors (FAs). The new ...

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 ...

(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.

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 ...

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) ...