Data governance

Kavout and qplum claim their technology and founding teams set them apart from competition in the space.

A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.