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.

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.