SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, today announced the availability of Act! Solutions ...

Eton Solutions, the US-based wealth management platform, has developed an AI tool that can integrate directly with global wealth managers’ and family offices’ back-end systems.

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 ...

The Wall Street giant launched new education initiatives around investment tax management and alts investing this week as it rewires its advisor pay grid.

Croesus, Canada’s leading WealthTech provider, today announced the launch of Croesus Vidia, an innovative, AI-powered solution designed to transform ...

CALDWELL, N.J. & SAN FRANCISCO--(BUSINESS WIRE)--Proactive Risk, a leading provider of technology risk management solutions, is excited to announce that it has joined the Horizon3.ai Partner Program ...

Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

Interwoven WorkSite Manages Document and E-mail Filing and Retention to Reduce Risk, Improve Client Service and Maintain Financial Growth. Interwoven, Inc. today announced the Interwoven Accounting ...

In today’s complex mortgage origination and servicing environment, lending companies need a service provider that isn’t afraid to roll up its sleeves and get deeply involved in order to work smarter, ...