Practice management software

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.

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.