When we were launching this firm, we wanted to identify an initial platform acquisition, or operating firm, that out of the gate was aligned with our service offering and had bones that we could build ...

Software failures are inevitable. But they should never become disasters that wreak nationwide havoc. Whether a failure escalates into a major disruption or is immediately identified, diagnosed and ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

When we set out to conduct our latest software adoption study at Answering Service Care, we weren’t just looking to compare platforms. We wanted to answer a more revealing question: What does your ...

Amazon Web Services (AWS) has become the lifeblood of millions of modern businesses, both big and small. But while this popular cloud platform enables them to manage and scale their operations with ...

With AI's accelerated presence in wealthtech over the last few years, building a modern, effective and sustainable tech stack can feel overwhelming for advisory firms. But that doesn't have to be the ...

Capital One harnessed the power of the cloud years ago, to build resilient, flexible and scalable solutions for its business. This decision is one of several that enables the business to manage high ...

New technologies are transforming how companies operate and scale in today’s fast-paced business landscape. In this in-depth, four-part podcast series – produced in partnership with Capital One – ...