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 ...

I’ve stayed in touch with Alex Bottom, founder and CEO of the student loan repayment planning technology provider Finology Software, since meeting him at the WealthStack conference, part of Wealth ...

For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

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 ...

NEW YORK, April 8, 2026 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software today announced an integration with ...

Arete Wealth, a full-service broker-dealer and RIA with more than 100 offices across the country, is entering the direct-to-consumer digital wealth race. Processing Content Thanks to a technology ...

AI is likely to take over for standardized, lower-touch advice models and for younger clients, but not for core advice ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

An online wealth management platform enables firms to meet these expectations through cloud-based infrastructure and ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...