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 ...

NEW YORK, September 04, 2025--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A ...

MIAMI--(BUSINESS WIRE)--OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has raised $8 million ...

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 ...

Client Intelligence analyzes client emails and other sources to predict client needs and provide automated outreach.

Faced with margin pressures and rising compliance costs, financial institutions are betting big on AI to drive efficiency and ...

Fenergo delivers standardised global KYC policy, single client view, operational efficiencies and optimised client experience for Natixis' Corporate and Investment Banking business Fenergo, the ...

BNY Mellon plans to conclude the execution phase of its multi-year enterprise-wide client data program, aimed at enhancing management of legal entity data, by the middle of 2011, officials tell Inside ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Refreshed brand identity better aligns with Dispatch’s unique ‘data orchestration’ solution that solves data flow challenges experienced by RIAs and wealthtechs “Dispatch is defining the category of ...