Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

A New Way Forward Some innovative software companies have figured out that this way of viewing client onboarding is outdated and unproductive.

Implementing thorough software maintenance, otherwise known as a scheduled patch management process, is essential to finding and addressing potential vulnerabilities.

Just because a company claims it keeps your client data private does not necessarily mean it's true, according to K2's Randy Johnston.

Nimble Gravity, a global consultancy specializing in AI, data, and software engineering, has acquired Fog Solutions, a premier data and AI firm recognized for its expertise in Microsoft Azure and ...

With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $7 trillion in assets.

Standard Bank’s growth in software, cloud and technology-related spend ... It notes that the deployment of personalised, data-driven offers to clients drove client retention and entrenchment, and ...