Practice management software

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.

A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.

Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.

There are several steps advisors can take to ensure their practices benefit from technology investments.

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.

Together, Advizr and Trizic raise nearly $10 million in funding.