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 ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients real-time insights and quicker answers while cultivating stronger trust in their ...

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

The wealth management industry has become a data-driven business. From client segmentation to behavioral analytics, firms now capture and analyze more information than ever before. This creates new ...

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 ...

JERSEY CITY, N.J., Jan. 22, 2026 /PRNewswire/ -- LEAP, provider of all-in-one legal practice management software, today announced a new integration with Lawmatics, the leading CRM and growth platform ...

One thing I’ve consistently observed as CEO of intelligent pricing platform Competera is that data remains a retailer’s most valuable asset. Whether it’s managing data through data hubs or data ...

NEW YORK, April 06, 2026 (GLOBE NEWSWIRE)-- Aiviq, the award-winning client data management platform trusted by the world's leading asset managers, today announced the appointment of Nicholas Morse as ...

NEW YORK, April 06, 2026 (GLOBE NEWSWIRE) -- Aiviq, the award-winning client data management platform trusted by the world's leading asset managers, today announced the appointment of Nicholas Morse ...

Labguru allows CROs and CDMOs to centralize operational visibility across departments and projects, standardize workflows and ...