The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for advisors ...

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 ...

Entire Inc., a startup led by former GitHub chief executive Thomas Dohmke, launched today with $60 million in funding.

Diliko, a startup that provides on-demand data management using artificial intelligence for midsized enterprise customers, officially launched publicly today. The company’s platform offers a ...

The Bank of New York Mellon Corp. is launching an alternatives investment platform for wealth intermediaries and financial advisors. Called Alts Bridge, the platform will provide users with access to ...

Brex reports that expense management software streamlines processes, improves reimbursement speed, enhances accuracy, and boosts employee satisfaction.

Some financial advisors take a hands-on approach when it comes to managing client assets. While this is a great practice, the hands-on financial advisor could make better use of their time instead of ...

DISA launches Olympus, a cloud management platform for JWCC contract holders using AWS and Azure to streamline secure cloud deployments.

Property Management 3.0 represents a reimagination of how property operations should be architected. The core principle of PM ...

SAS Institute subsidiary DataFlux is unveiling a new suite on Monday that combines MDM (master data management), data quality, and data integration tools in a single package. Analysts say the DataFlux ...

Platform Advisors, the professional services arm of Platform Accounting Group, has launched Platform Wealth Advisors, a national wealth management advisory practice. Processing Content The launch ...