HOBOKEN, N.J.--(BUSINESS WIRE)-- NICE Actimize, a NICE (NASDAQ: NICE) business was named a category winner as ‘Most innovative Client Onboarding & Lifecycle Management” solution in A-Team Group's 2024 ...

One of the most important aspects of adding new clients to a financial planner's practice comes in the form of discussions that have little to do with investment "alpha" or fancy strategies.

With artificial intelligence quickly transforming the ways in which financial advisors and wealth management firms do business, Financial Planning is recognizing outstanding work in the field. Our ...

The collaboration brings together Schwab's industry-leading custody infrastructure with NDEX's advanced data and workflow automation, giving wealth managers, RIAs, and family offices a more seamless, ...

In this episode, David Armstrong is joined by Scott MacKillop, CEO of First Ascent to discuss TAMP services, differentiating themselves from the competition through the team they have and how their ...

Business Process Management (BPM) is a systematic approach to making an organization's workflows more effective, efficient, and adaptable. The heart of effective BPM uses Business Process Modeling and ...

TORONTO--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth management software ...

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...

The versatility of this one-stop product is key for us. Having a centralized data resource that can be applied across various types of analysis is impactful. In the ever-evolving landscape of wealth ...

North America's leading multi-custodian data utility and wealth-management platform today announced a new integration designed to simplify advisor workflows: an enhanced single sign-on (SSO) ...