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 ...

Eager to improve client satisfaction and streamline ... Key indicators must be aligned and tailored for various management levels. By funneling relevant data into corresponding reports, it ...

The integration will significantly simplify the user data management & linking workflow ... As S&P continues to lead in the industry in allowing our client to enrich their data with S&P content ...

While wealth data management is more important than ever ... a single source — enabling financial advisors to view their client’s full activity and build hyper-personalized portfolios at ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Generative AI (GenAI) is reshaping wealth management by combining advanced machine ...

With smarter tools, advisors can access all client data, not just the accounts under their management. Improved back-office efficiencies also save time and money for the firm. Better portfolio ...

Every minute of every day, even the most staunchly self-declared fiduciaries in the wealth management space are breaching their fiduciary obligations when it comes to protecting client data.

Be specific. Proper client data management means only collecting the data you need to help your company. You should audit and check every piece of information you collect. Ask yourself ...

San Diego, CA, Jan. 21, 2025 (GLOBE NEWSWIRE) -- Lawmatics, the leading growth platform for law firms, today announced a new integration with case management provider CARET Legal. This integration ...