Caprock COO Jefferson Jewell explains how the firm leans on Microsoft, proprietary tools, and trust vendors to help “create ...

Libretto, Syntax Data, Advyzon, Kwanti and the Oasis Group were among the major players at the annual conference that ...

Generative artificial intelligence has proven itself as the industry disruptor that keeps on giving. The shake-up it’s ...

Advisory firms can now access custom AI agents with compliance-by-design framework through Datalign's new platform offering ...

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 ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced that DecisionMap, an independent registered investment advisor (RIA) launched in October 2023, is the latest wealth ...

Andrew Altfest, founder and CEO of FP Alpha, speaks during the Technology Tools for Today (T3) Conference on March 5 in Dallas. The cliché "drinking from a firehose" seems to have been crafted with an ...