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 best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, ...

TORONTO--(BUSINESS WIRE)--SoftwareReviews, a division of IT research and advisory firm Info-Tech Research Group, has published its 2021 Data Integration & IPaaS Emotional Footprint Awards, naming five ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service. The ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

Why you should consider AI, software development, and cloud and edge computing Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

Innovative Software Development Services Now Available test city, United States – November 29, 2025 / Focusteck / Focusteck has officially launched a new suite of innovative software development ...

Explore how legal practice management software enhances efficiency while prioritizing data security, ethics, compliance, and ...

People trust their accountants with a lot of sensitive data, with the understanding that their private information will only be used for a specific authorized purpose. However as time goes on and data ...

Barrington Research analyst Vincent A. Colicchio had an Outperform rating on Asure Software Inc ASUR with a $15 price target. Management recently participated in virtual calls arranged by Barrington ...

Effective cybersecurity requires an ongoing, risk-based, comprehensive process that addresses people, policies and procedures, and technology, including training. Effective security also requires an ...