Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Nimble stands out with its powerful social media integrations and data enrichment capabilities. It excels in providing deep insights into contacts, streamlining lead nurturing, and enhancing sales ...

SitusAMC, a company that provides back-end services for top banks and lenders, disclosed on Saturday a data breach it had discovered earlier this month that impacted customer data. As a real-estate ...

SitusAMC, a technology vendor for real estate lenders, holds sensitive personal information on the clients of hundreds of its banking customers, including JPMorgan Chase. By Rob Copeland Stacy Cowley ...

SitusAMC said in a statement, opens new tab on its website on Saturday that it had been the subject of a cyberattack on November 12, compromising certain information from its systems and that "data ...

(Reuters) -Client data for JPMorgan Chase, Citi, Morgan Stanley and other major banks may have been accessed in a hack of a technology vendor, the New York Times reported on Saturday, citing people ...

Plex has been rolling out a new user interface for a while now, and to say it's been divisive among users would be an understatement. Users on Reddit regularly complain about the interface being ...

LOS ANGELES--(BUSINESS WIRE)--Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a ...

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 ...

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...

Fivetran Inc. and dbt Labs Inc., two venture-backed developers of data management software, today announced plans to merge. The all-stock transaction is expected to create a company with nearly $600 ...