When a client requests an urgent fund transfer, financial advisors need instant access to account details and approvals, as ...
LastPass faces $1.6 million fine from U.K. regulators after 2022 data breach exposed 1.6 million users. Password manager ...
Exclusive in-house data uncovered by Managing IP reveals French firms underperform on providing value equivalent to billing ...
The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher ...
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...
Nonprofits will embed AI features in customer resource management systems, unify platforms and turn to identity monitoring ...
Nearly all the storage array makers now have a data management play, going almost as far as subsuming their entire offer underneath it.
As brokers manage increasingly large books of business, staying on top of individual client needs becomes more difficult.
In 2024, the “picks and shovels” in this AI gold rush are LLMs, GPTs and GPUs, each with a relentless demand from buyers.
How Workday plans to thrive in the clash of the titans - Gerrit Kazmaier, President of Product & Technology, reveals the ...
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