What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, ...

SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership ...

Orion Advisor Technology, which offers portfolio management software for financial advisors, is now integrating the Totum Risk Investment Life Scoring Tool within its client portal, as well as the ...

When you don't have time to review and summarize a legal document, artificial intelligence can do the heavy lifting for you. Advisors may turn to AI to summarize legal documents into a scannable, more ...

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

It’s rare that an executive of a major annuities producer acknowledges that the products are hard to understand and exasperating for clients and advisors alike. But that’s what happened earlier this ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...