Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

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 ...

Navigating the struggle of managing multiple client accounts without burning out is quite common with most entrepreneurs, especially service providers. We are often so occupied with attracting new ...

Proactive risk management strategies protect the firm's reputation and build trust with clients concerned about the technology's implications.

New tax filing services give clients and advisors a seamless way to manage investments, taxes, and more in a single place. Compound Planning, the digital family office reimagining wealth ...

Cybercriminals are increasingly targeting law firms; extortion is quickly realized, given the nature of highly confidential client data. The digital footprint of law firms is constantly expanding ...