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 ...

OneAdvisory – the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs) – recently announced that it has raised $8 million in seed funding. The ...

NEW YORK--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, ...

NAPLES, FL / ACCESSWIRE / April 26, 2024 / Barbershop Brotherhood, a tech-driven platform created to support barbers and barbershops alike, has introduced a new client management system with the ...

San Diego, CA, Jan. 21, 2025 (GLOBE NEWSWIRE) -- Lawmatics, the leading growth platform for law firms, today announced a new integration with case management provider CARET Legal. This integration ...

Booking and client management platforms help beauty businesses handle appointments, payments, client records, and marketing from a single system. In the U.S. alone, more than 86,000 beauty salons ...

Forbes contributors publish independent expert analyses and insights. Robert, founder of KramerERP, covers AI, ERP, SCM, data and security. Wealth management is moving from experienced-based advice to ...

LOS ANGELES--(BUSINESS WIRE)--Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a ...

Suralink, an agentic automation platform for accounting firms and their clients, has unveiled Client Data Vault, a client-owned archive that preserves audit data within Suralink’s Request List ...