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 ...

OneAdvisory – the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs) – recently announced that it has raised $8 million in seed funding. The ...

NEW YORK, September 04, 2025--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A ...

Why AI alone can't fix fragmented wealth management client onboarding, and how governed case context connects evidence, ...

NAPLES, FL / ACCESSWIRE / April 26, 2024 / Barbershop Brotherhood, a tech-driven platform created to support barbers and barbershops alike, has introduced a new client management system with the ...

Forbes contributors publish independent expert analyses and insights. Robert, founder of KramerERP, covers AI, ERP, SCM, data and security. Wealth management is moving from experienced-based advice to ...

IRIS announced the launch of a new AI-driven document management solution built specifically for CPAs that, among other things, automates tagging and filing for users.

Managing client portfolios has never been more complex. Financial advisors juggle data from countless sources—banks, investment accounts, insurance policies, and alternative investments—often spending ...

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 ...