Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

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 ...

INTX Insurance Software (“INTX” or “the Company”), a provider of a fully integrated, single solution to the entire P&C insurance policy lifecycle, today announced its official North American launch ...

Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...

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 ...

More than two years ago, Massachusetts Mutual Life Insurance Company announced it would be licensing Advisor360°’s software for the use of its thousands of advisors. After months of smoothing out back ...

New York City-based wealthtech software developer FP Alpha announced Thursday the official release of the firm’s new tool, P&C Snapshot. P&C Snapshot was first announced in March at the T3 Conference ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Southwest Securities has partnered with Orion Advisor Services to upgrade its performance reporting, accounting and regulatory processing services. Processing Content The firm hopes the software will ...

Shadi Sa’adeh reveals how their products are setting a benchmark in the industry ESKADENIA Software has been a trusted technology partner for insurers across the Middle East, Africa, and Europe. As a ...