This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

In this buying guide, we’ll outline the best client management software on the market today and their individual strengths and weaknesses. Whether you’re a multinational or a start-up, we’re here to ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business.

NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...

“If it takes hours to explain, the UI is simply not good enough.” These words are golden and developers live-by them whenever creating a new product. For a business organization, it makes zero sense ...