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 ...

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 ...

NavSav Holdings IV, LLC is accusing the former owners of Pointer Insurance Agency of misappropriating confidential client ...

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 ...

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

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 ...