The co-founders of Pro.com have reunited to launch OnTrade, an AI startup for the wealth management industry backed by ...

Demand for increasingly sophisticated, customized services is driving the growth of the wealth management software market. The platform currently provides an array of tools, such as reporting for ...

Dublin, July 23, 2025 (GLOBE NEWSWIRE) -- The "Wealth Management Software - Global Strategic Business Report" report has been added to ResearchAndMarkets.com's offering. The global market for Wealth ...

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

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 ...

FINNY AI CEO Eden Ovadia discusses why outcome-based pricing may better align technology costs with the value AI-driven ...

These retirement planning simulations are designed to help financial advisors illustrate complex solutions with the click of a button, providing greater visibility and clarity and helping their ...

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

Advisory firms are investing slightly more in cybersecurity than they have in previous years, but even so, the "cyber tools are not getting the attention they deserve.” That was among the findings of ...