Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

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 ...

LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.

Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, bringing its total capital ...

MIAMI--(BUSINESS WIRE)--OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has raised $8 million ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

Zocks, the privacy-first AI assistant for financial services, and Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Rob Flowers, a 30-year veteran of the IT services industry, was named vice president of federal client growth at NTT DATA North America.

Refreshed brand identity better aligns with Dispatch’s unique ‘data orchestration’ solution that solves data flow challenges experienced by RIAs and wealthtechs “Dispatch is defining the category of ...