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 ...

JPMorgan Chase (JPM) has reportedly agreed to acquire WealthOs, a wealth management software business headed by former Google ...

Crypto custody specialist BitGo announced the acquisition of a software platform, HeightZero in a strategic move amid the rising institutional interest in crypto wealth management. What Happened: ...

For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

JP Morgan Chase, the US-based banking giant, has swooped to buy a British pensions technology company as it tries to augment ...

(Bloomberg) -- Envestnet Inc., a provider of wealth-management software, is drawing takeover interest from buyers including Advent International and GTCR, according to people familiar with the matter.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

From left, Joel Bruckenstein, T3 president, and Bob Veres, Inside Information owner, present the findings from the 2025 T3/Inside Information Software Survey at the Technology Tools for Today (T3) ...

TaxStatus introduces tax preparation tools while Docupace appoints Scott Willette as CTO and PPB enhances its platform ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...