Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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 ...

NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

Tanium, a leader in Autonomous IT, today announced that it is a Leader in the IDC MarketScape: Worldwide Client Endpoint Management Software for Windows Device Management 2025-2026 Vendor Assessment ...