In a world where AI can easily perform financial analysis, Datarails is betting that governance of data and financial models will be its key differentiator ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Smart Import's new AI features enable advisors to create new and update existing financial plans faster than ever ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Advisor technology providers introduce artificial intelligence capabilities to streamline advisor workflows and cut manual ...

Today, we want to talk about the long-term effects of the choices we make. In sickness and in health, financial planning is a great assessment of “As-Is and To-Be” financial states. Depending on ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

According to a release from Burlington, Mass.-based Cognos, a leader in business intelligence and corporate performance management (CPM), Rumpke Consolidated Companies Inc. of Cincinnati has selected ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...