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 ...

NEW YORK, September 04, 2025--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A ...

MIAMI--(BUSINESS WIRE)--OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has raised $8 million ...

Client Intelligence analyzes client emails and other sources to predict client needs and provide automated outreach.

Carson Group has officially become the latest in a wave of wealth firms tapping into artificial intelligence in an effort to supercharge their organic growth efforts. According to a statement ...

Faced with margin pressures and rising compliance costs, financial institutions are betting big on AI to drive efficiency and ...

Fenergo delivers standardised global KYC policy, single client view, operational efficiencies and optimised client experience for Natixis' Corporate and Investment Banking business Fenergo, the ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Generative AI (GenAI) is reshaping wealth management by combining advanced machine learning ...

BNY Mellon plans to conclude the execution phase of its multi-year enterprise-wide client data program, aimed at enhancing management of legal entity data, by the middle of 2011, officials tell Inside ...

Effective cybersecurity requires an ongoing, risk-based, comprehensive process that addresses people, policies and procedures, and technology, including training. Effective security also requires an ...

Refreshed brand identity better aligns with Dispatch’s unique ‘data orchestration’ solution that solves data flow challenges experienced by RIAs and wealthtechs “Dispatch is defining the category of ...