From digital wealth management to automated advisory services, these innovative firms are reshaping how financial assets are ...

Choosing between the different options can be tricky. That is because the leading real estate investment management platforms ...

Data matters in a real way. Those of us with good data connections like we get from ByAllAccounts are going to succeed in the long term. Copia Wealth Studios, a wealth management software for ...

Commissions do not affect our editors' opinions or evaluations. The project management marketplace is littered with software solutions that can help teams plan and track simple and complex ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

It’s transformed how I manage my wealth.” Copia Wealth Studios builds wealth management software for the world’s most sophisticated allocators. Our solutions empower executives ...

With the goal of enhancing its wealth management offering, Charles Schwab (SCHW) made a minority investment in AI-powered estate planning platform Wealth.com, it said on Wednesday.

More than 300 tech companies are currently in the fast-growing “office of the CFO software market,” according to venture capital firm Norwest.

As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.

Commissions do not affect our editors' opinions or evaluations. Project management software makes the lives of project managers, Scrum Masters and business owners easier. Its ability to help plan ...