The artificial intelligence platform’s upgrades include a partnership with Plaid to access and integrate brokerage data.

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

SAINT PETERSBURG, Fla. & CHICAGO--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory ...

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 ...

In today’s digital world, data is king. With the power to unlock important insights and inform decisions, data is increasingly critical, and federal agencies are prioritizing it as such. GovCon Wire ...

Among its many consequences, fragmented and disorganized data in the homecare industry can make care coordinators feel like they’re piecing together a puzzle with a few missing or incorrectly labeled ...

NEW YORK--(BUSINESS WIRE)--Lenox Park Solutions, Inc. (“Lenox Park”, or the “Company”), a leading collaboration and data analytics financial technology firm, has reported that OCIO firms totaling ...