Page 66 - Technology Tools News Today

InvestCloud, which made a big investment to challenge supremacy of Envestnet among TAMPS, saw a sudden shakeup in execs last month.

/PRNewswire/ -- SBI, a go-to-market growth advisory, today unveiled SBI Pro, a proprietary subscription-based data, and insights platform. Building on Growth...

Envestnet showed the latest updates to its advisor platform and revealed some significant new partnerships at its annual conference

For some years now, nearly every wealth management industry conference has featured a dedicated mobile app.

The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.

AI, unsurprisingly, remained a hot topic at T3 as Morgan Stanley Wealth Management becomes the first in its space to preview ChatGPT-4.

Eagan, MN (PRWEB) March 15, 2023 -- Panoramix, an innovative advisor technology platform focused on financial advisor performance reporting and client

Advisor firms who did invest in cybersecurity reported higher levels of satisfaction.

Project management has been essential in the corporate world for a long time, but it’s also important for any law firm looking to stay competitive. Using skills like risk management, planning, budgeting, and resource allocation, project management creates consistency for lawyers.

The U.S. Department of Health and Human Services Office for Civil Rights (OCR) issued a bulletin on December 1, 2022, clarifying that "regulated entities are not permitted to use...