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 ...

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 ...

San Diego, CA, Jan. 21, 2025 (GLOBE NEWSWIRE) — Lawmatics, the leading growth platform for law firms, today announced a new integration with case management provider CARET Legal. This integration ...

NFSG Corporation expands access to its Wealth Management Program nationwide, offering advisors and clients sophisticated ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

Discover how DSPM helps MSSPs prove value, reduce churn, and strengthen client trust with proactive, data-centric security.

(MENAFN- GlobeNewsWire - Nasdaq) New connection boosts efficiency, ensures accuracy, and eliminates duplicate data entry, freeing attorneys to focus on core responsibilities San Diego, CA, Jan. 21, ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...