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 ...

As law firms increase their use of AI, client data is becoming more helpful for training AI tools and informing their outputs. Outside counsel guidelines are evolving to become more permissive of ...

NEW YORK--(BUSINESS WIRE)--Dispatch, the data orchestration layer for wealth management firms, today introduced Advisor Transitions (‘Transitions’), an industry-first software solution designed to ...

New York, NY, Sept. 08, 2025 (GLOBE NEWSWIRE) -- LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

I decided to have a client use software created at my office.A mix of web and paperUntil now, the client had been using a web application to create invoices. However, because they were using the free ...

ROYC Group today announced the launch of ROYC Operating System (ROYC OS) as a standalone software platform for fund managers, banks and wealth managers ...

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 ...