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 ...

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 ...

DigitalXForce Becomes the Industry’s First Unified Risk Management Platform with Expansion into CMDB, ASPM, and ...

OneAdvisory, a wealthtech platform launched in late 2022 that manages client data for registered investment advisors, has raised $8 million in seed capital, bringing its total funding to $10.6 million ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

RBC Wealth Management today announced the expansion of RBC Echelon, its premier platform for ultra-high-net-worth (UHNW) clients, with the addition of three industry-leading lifestyle services ...

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 ...

In our modern digital era, platform engineering is central to most enterprise operations, certainly in every tech company. And as other industries pivot toward digital business models, platform ...

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

Early internet of things (IoT) connectivity management platforms (CMPs) – a standard component in the value proposition from mobile operators and IoT mobile virtual network operators (MVNOs) around ...

Increase productivity and eliminate developer stopgaps by evolving the way you manage databases. Software development has come a long way in the past few decades, but data management hasn’t. It’s time ...

Platform engineering is based on the principles of product management and the product model applied to digital and IT systems. Fast-moving digital teams show resistance to strict process frameworks ...