Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients real-time insights and quicker answers while cultivating stronger trust in their ...

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 ...

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 ...

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 ...

Zehra Cataltepe is the CEO of TAZI.AI, an adaptive, explainable AI and GenAI platform for business users. She has 100+ AI papers & patents. For wealth management firms, finding and converting the best ...

Digital Vaults have become a fundamental component in the modern technology stack within financial services and wealth management, moving away from a “nice-to-have” to an absolute must-have piece of ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

We’ve distilled our experiences into insights that derive meaning from the underlying data. We’re creating experiences that help users who are approaching the wealth management process with varying ...

U.S. retirement savers are often chastised for not making the most of their retirement accounts. But financial advisors can be equally guilty of ignoring or overlooking what is often a client's ...