Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded ...

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 ...

Telling your clients how you protect their data is not only important, it can help build trust and enhance your client relationships—and there's a good chance it will differentiate your firm ...

To improve their data offering and capture the benefits of a modern, holistic reporting platform, firms must assess their current data management system, determine how their platform can be ...

Generative AI is fundamentally transforming the wealth management industry by enhancing fraud detection, enabling personalized investment strategies and elevating service.

OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that OneAdvisory Rebrands as Dispatch, Closes $8 ...

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.

Client portals facilitate smooth and accessible workflows by allowing clients to upload data directly, reducing back-and-forth requests, while providing transparency and visibility to track the ...

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. Portfolio analysis ...

Who owns a client’s financial data? This question came up at a roundtable I hosted at the recent T3 Enterprise conference. The subsequent conversation demonstrated that the answer may be more ...

Beyond the privacy concerns around exposing confidential client data, ... He focuses on generative AI tools and platforms, data management, analytics, platform automation and process improvement.