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 ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

Main Capital Partners has acquired TrustArc, a San Francisco-based data privacy and artificial intelligence risk management software provider. No financial terms were disclosed. TrustArc’s clients ...

Many people are using AI without any kind of safety training. Generative AI has become nearly unavoidable in modern life. Chatbots and agents pose risks to data security and privacy. The adoption of ...