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 ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

TORONTO--(BUSINESS WIRE)--SoftwareReviews, a division of IT research and advisory firm Info-Tech Research Group, has published its 2021 Data Integration & IPaaS Emotional Footprint Awards, naming five ...

Effective cybersecurity requires an ongoing, risk-based, comprehensive process that addresses people, policies and procedures, and technology, including training. Effective security also requires an ...

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 ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

Why you should consider AI, software development, and cloud and edge computing Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

Innovative Software Development Services Now Available test city, United States – November 29, 2025 / Focusteck / Focusteck has officially launched a new suite of innovative software development ...

Barrington Research analyst Vincent A. Colicchio had an Outperform rating on Asure Software Inc (NASDAQ:ASUR) with a $15 price target. Management recently participated in virtual calls arranged by ...

Time may seem scarcer than ever, but fortunately technological advancements have presented auditors with many tools to improve the effectiveness and efficiency of audits. One such tool is data ...

Technology and cloud leader Accenture inadvertently left four Amazon Web Services S3 buckets open to the public, which could have allowed any user to download the contents, according to a report from ...

Pro Medicus confirms no client data accessed and no impact following an isolated company email security incident. The post ...