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 ...

Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, bringing its total capital ...

Explore how AI and data analytics are reshaping wealth management through hyper-personalization, enabling tailored portfolios and enhancing client relationships while navigating challenges like data ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.

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 ...

Everest ransomware gang claims breach of Allegis Group, exposing client data from the $10B talent management firm. 561K ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

(MENAFN- GlobeNewsWire - Nasdaq) New connection boosts efficiency, ensures accuracy, and eliminates duplicate data entry, freeing attorneys to focus on core responsibilities San Diego, CA, Jan. 21, ...