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 ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

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

NEW YORK--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The new KYC solution comprises a combination of Cicada's client data ...

LOS ANGELES--(BUSINESS WIRE)--Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a ...

Acquisition integrates Empaxis’s data management expertise directly into Communify’s platform, solving the #1 barrier to AI adoption for wealth and asset managers: Data Management. "Advisors and asset ...

NEW YORK, September 04, 2025--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A ...

Guidewire Software, Inc. GWRE announced that the company’s InsuranceSuite, Rating Management and Client Data Management, have recently been selected by Ontario, Canada-based agri-business mutual ...

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 ...

San Diego, CA, Jan. 21, 2025 (GLOBE NEWSWIRE) -- Lawmatics, the leading growth platform for law firms, today announced a new integration with case management provider CARET Legal. This integration ...