Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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 ...

NORWALK, Conn., Nov. 21, 2024 (GLOBE NEWSWIRE) -- FactSet, a global financial digital platform and enterprise solutions provider, today announced its Intelligent Platform initiative, introducing the ...

Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners. Advocacy is strong: Net Promoter Score above 50, well above SaaS ...

The volume and detail of data demanded by investors from their asset managers has grown steadily over the past two decades, allowing them to generate/receive more immediate and transparent views of ...

Forbes contributors publish independent expert analyses and insights. I write about the freelance revolution and the future workforce. But there are other forms of platform intelligence. One, the ...

Troutman Pepper has launched an initiative aimed at connecting clients with firm resources to address client challenges. The firmwide initiative, which the firm calls Troutman Pepper Plus, uses client ...