Social Leverage backs LEA’s mission to eliminate manual document work and quickly deliver clean data to core systems firms ...

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 ...

LONDON, March 21, 2024 /PRNewswire/ -- Wealth Dynamix, a leading provider of Client Lifecycle Management (CLM) solutions for private banks and wealth managers, today announced Luna Investment ...

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 ...

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 ...

In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.

DBeaver is a free, open-source, cross-platform SQL client and database administration tool. It is designed to support a wide variety of SQL and NoSQL databases, including MySQL and PostgreSQL. Its key ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance numbers, financial details including account numbers, government IDs provided ...