Practice management software

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

There’s a fix, but many firm owners are reluctant to make the investment.

In addition, the advisor technology company released three new features and updated its interface.

Before you choose the technology that powers the day-to-day work of your business, it’s sensible to ask how each potential partner is funded.

The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together.

The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.

The customer relationship management platform will now pull all accessible client information into a single dashboard.

New features include health care planning tools and cash reserve buckets.

Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

A new entrant from Singapore vies for attention in a market that already includes offerings from robo advisors and custodians.

Early adopters of machine learning technology are more likely to expect business increases this year.

To convince advisors to try its platform, Capitect took a number of steps, including partnering with XY Planning Network to provide its tools to members without cost.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

As firms position their advisors to compete for future clients, diverging strategies have developed.

The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

As investment management becomes a supporting service, software providers are facing disruption.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.