April has already handled more than $1 billion in refunds this tax season, offering advisors the ability to model the tax impact of client decisions like large stock sales or Roth conversions.

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 ...

Just weeks after its AI tools shook software stocks, Anthropic is pushing even deeper into the workplace. The company is ...

For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

DALLAS--(BUSINESS WIRE)--OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth Management, a trusted leader in comprehensive financial services, to be its ...

Arete Wealth, a full-service broker-dealer and RIA with more than 100 offices across the country, is entering the direct-to-consumer digital wealth race. Thanks to a technology licensing agreement ...

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...