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 June 2021, Blucora, the parent company of Avantax Wealth Management, the tax-centric broker/dealer created from the acquisitions of HD Vest and 1st Global, laid out plans to bring together its tax ...

And so it's notable this month that the specialized planning technology platform Wealth.com has announced a whopping $65 million Series B funding round led by Charles Schwab, which per its press ...

For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

Crypto custody specialist BitGo announced the acquisition of a software platform, HeightZero in a strategic move amid the rising institutional interest in crypto wealth management. What Happened: ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A Morrisville tech company aims ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...