NICE Ltd. has struggled recently due to its CEO's retirement and geopolitical issues, but is on a recovery path with AI-driven efficiency. NICE's AI-equipped customer support platform, providing its ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

IDC MarketScape recognizes Automox as a Leader in its 2025/26 Worldwide Client Endpoint Management Software for Windows Device Management Vendor Assessment. AUSTIN, TX, Dec. 16, 2025 (GLOBE NEWSWIRE) ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.