Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

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 ...

Lifeplan Funds Management has launched a web-based client data system to enable funeral directors to access information on its funeral bonds. The system, called FPM Online Services, is offered free of ...

Leonard | Elkin This project created an integrated database of the Client Data System of the NYS Office of Alcoholism and Substance Abuse Services (OASAS) and NYS Medicaid records to determine the ...