Practice management software

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.

Advizr has attracted more than 400 advisory firms and is close to a new round of funding.

Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.

Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.

Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.

New call analysis technology can dissect a conversation and actually flag if a representative is using throwaway words such as "like" or "um" too often.

Wealth managers can do better than rely on 30-year-old software to deliver financial data to their clients.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.

The Silicon Valley-based firm now counts over $500 billion in assets on its platform and more than 200 clients, ranging from banks to family offices.

A collaborative approach aided by software has resulted in a noticeable increase in our client engagement.