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 ...

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 ...

Software Circle has acquired Broker Information Services Ltd (BIS), a provider of client management and quotation software for the financial broker market in Ireland in an €8.25m ...

Connected advice firms that can efficiently gather, manage and analyse data, will have a strong competitive advantage and ...

PwC Australia is piloting its new AI-driven, time-saving software platform on local clients as part of a global race against ...

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 ...

The outage that hit the world's leading cloud provider, Amazon Web Services (AWS), on Monday has once again demonstrated ...

(Reuters) - An electronic discovery vendor for U.S. law firm Quinn Emanuel Urquhart & Sullivan suffered a cybersecurity attack that may have exposed client information, the firm disclosed to ...