Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Five years after launching as a basic referral program connecting consumers to financial advisors, Zoe Financial has evolved into a back- and middle-office services platform for registered investment ...

The volume and detail of data demanded by investors from their asset managers has grown steadily over the past two decades, allowing them to generate/receive more immediate and transparent views of ...