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

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

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 ...

Zocks' expanded platform streamlines the advice and onboarding process, while Broadridge doubles down on digital marketing.

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 ...

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 ...

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 ...

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 ...

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

BNY Mellon plans to conclude the execution phase of its multi-year enterprise-wide client data program, aimed at enhancing management of legal entity data, by the middle of 2011, officials tell Inside ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...