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 ...

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 ...

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, ...

JERSEY CITY, N.J., Jan. 22, 2026 /PRNewswire/ -- LEAP, provider of all-in-one legal practice management software, today announced a new integration with Lawmatics, the leading CRM and growth platform ...

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 ...

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 ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The acquisition removes the primary obstacle of fragmented and ...