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 ...

Main Capital Partners has acquired TrustArc, a San Francisco-based data privacy and artificial intelligence risk management software provider. No financial terms were disclosed. TrustArc’s clients ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider. SHELTON, CT / ACCESS Newswire / / RightCapital, the fas ...

Aspire Software, a ServiceTitan company and leading software provider for field service businesses, released its 2026 Commercial Landscape Industry Report, highlighting current market conditions, ...

Why you should consider AI, software development, and cloud and edge computing Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Aeries Technology (AERT) announced that its Guadalajara, Mexico GCC for a major enterprise software client has entered its third year, employing ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...