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 ...

WOBURN, Mass., Sept. 29, 2025 /PRNewswire/ -- FusionIQ, the leader in digital wealth management, today announced a strategic partnership with The Greens to provide a market-leading digital wealth ...

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 ...

Managed account provider and turnkey asset management platform SEI announced its acquisition of LifeYield, a tax optimization software company, this week. The deal is intended to provide SEI and its ...

According to John O’Connell, CEO of the Oasis Group, wealth platforms should not be evaluated on a simple good-versus-bad scale. “It’s not good or bad necessarily,” O’Connell says. “One of the biggest ...

SS&C Technologies Holdings has combined its wealth management offerings into one unified brand and platform under its Black Diamond unit, which is well-known by advisors. The Windsor, Conn.-based ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...

The boundaries between retirement, savings and wealth management are blurring, and the shift is accelerating as $84 trillion transfers to Millennials and Gen Z. To this generation, IRAs aren’t just ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes Eric Hurkman as its first chief ...

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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 ...