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, ...

Today, we're launching the OneVest MCP Server, a dedicated Model Context Protocol bridge designed to securely expose wealth ...

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 ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Deployment across the UK business supports tailored client service and front-office delivery. LONDON, March 25, 2026 /PRNewswire/ -- LGT Wealth Management UK has selected Addepar, a global data and AI ...

In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.