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 ...
Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...
New York City-based wealthtech software developer FP Alpha announced Thursday the official release of the firm’s new tool, P&C Snapshot. P&C Snapshot was first announced in March at the T3 Conference ...
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 ...
SIS marks Zywave’s ninth acquisition in three years The deal opens up opportunities for greater automation, efficiency, and profitability for the company SIS serves 800 broker customers Zywave, a ...
Southwest Securities has partnered with Orion Advisor Services to upgrade its performance reporting, accounting and regulatory processing services. Processing Content The firm hopes the software will ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
"Every industry can benefit from captives, bringing more control and transparency to how insurance is managed," states Illia Kasian, Chief Technology Officer and co-founder of Matcha, the San ...
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