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

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 ...

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 ...

Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that ...

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 ...

OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has ...

LONDON, Sept. 4, 2019 /PRNewswire/ -- Fenergo's Client Lifecycle Management (CLM) solution has been recognised as 'Best in Class' for CLM by global research and advisory firm, the Aite Group, in ...

Cicada, a leading provider of reference data management technology and services, is introducing a new solution to help organizations with client data management for "Know Your Customer" (KYC) and ...

But client relationship management (CRM) is about more than just fees. It is about how you are perceived by your clients, and how satisfied they are with your services. There is an old saying in ...

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 ...