A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

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 ...

SAINT PETERSBURG, Fla. & CHICAGO--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The new ESG digitized data aggregation tool leverages data science to ...

Like all businesses, financial advisors must constantly seek to become more effective and efficient in the provision of services to their clients. With more effectiveness and efficiency comes lower ...

NEW YORK--(BUSINESS WIRE)--Lenox Park Solutions, Inc. (“Lenox Park”, or the “Company”), a leading collaboration and data analytics financial technology firm, has reported that OCIO firms totaling ...

Automate daily tasks with Microsoft and Google tools using Power Automate and Apps Script to save time, streamline workflows, ...