NEW YORK--(BUSINESS WIRE)--Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, ...

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 ...

Suralink, the agentic automation platform for accounting firms and their clients, today announced Client Data Vault, a first-of-its-kind, client-owned archive that preserves audit data within Suralink ...

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 spreadsheets, ...

MIAMI--(BUSINESS WIRE)--OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has raised $8 million ...

JERSEY CITY, N.J., Jan. 22, 2026 /PRNewswire/ -- LEAP, provider of all-in-one legal practice management software, today announced a new integration with Lawmatics, the leading CRM and growth platform ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The new KYC solution comprises a combination of Cicada's client data ...

Forbes contributors publish independent expert analyses and insights. Robert, founder of KramerERP, covers AI, ERP, SCM, data and security. Wealth management is moving from experienced-based advice to ...

Booking and client management platforms help beauty businesses handle appointments, payments, client records, and marketing ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The acquisition removes the primary obstacle of fragmented and ...