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 ...

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 ...

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 ...

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 ...

Manual administrative processes take up precious time. Practice management software automates repetitive tasks, allowing staff to focus on higher-value work. Incorporating automation into areas such ...