Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

A New Way Forward Some innovative software companies have figured out that this way of viewing client onboarding is outdated and unproductive.

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

Wealthsimple disclosed a data security incident that compromised the personal information of a small fraction of its three ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on ...

What the Data Tells Us: 3 High-Growth Tech Areas To Target for Client Portfolios Why you should consider AI, software development, and cloud and edge computing ...

The best solutions can squeeze more out of a popular service Some accountants view write-up as grunt work - something akin to bookkeeping, that they have to do to keep particular clients. Others are ...

Practice Management: Among the steps some are trying to keep client data safe: regularly using encryption, conducting cyber-security drills with staff and hiring consultants to help them check out ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Take advantage of the Entity Client Provider -- a client side query engine, to execute queries against a conceptual model of data ...