Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

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: ...

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 ...

Centric Wealth Advisers has switched to IRESS’ financial planning software, Xplan, for its adviser support. Speaking earlier this year to Money Management, Centric chief executive Mike Pillemer said ...

NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built ...

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

Wealth-management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

London Stock Exchange Group is the seller Wells Fargo Securities served as financial advisor to Clearlake and Motive with Sidley Austin LLP providing legal counsel Goldman Sachs, Wells Fargo ...

TWST: Can you give a brief overview of Wealth Management Software, namely where it came from, the main products it offers, and also the main markets it serves?

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...