Firms are bolstering their platforms ahead of faster settlements.
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Collaboration will focus on key areas including AI-driven risk analytics, automated compliance reporting, and workflow automation.
An enhancement to a reporting module has made a key compliance process 90% faster, wealthtech provider says.
After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs
Fintech firm eyes bigger piece of growing donor-advised fund pie with key acquisition
InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.
If the industry can overcome some major hurdles, it could be.
It's a concept that's hardly new in financial services, but the brokerage is offering significantly more than competitors.
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
Here are the fintech tools advisors are using, from CRMs to video conferencing.
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Tool aims to make it easier to keep track of commitments in real time.
The firm has partnered with digital estate planning provider Vanilla.
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
Firm announces new comprehensive addition to its wealth management platform.
