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 ...

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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

BELLVILLE, South Africa & FOSTER CITY, Calif.--(BUSINESS WIRE)--Santam, South Africa’s leading non-life insurer, and Guidewire Software, Inc. (NYSE: GWRE), a provider of flexible core system software ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...