DALLAS, March 10, 2026 (GLOBE NEWSWIRE) -- VRGL, the technology company modernizing the work behind advice, today announced the expansion of its platform architecture, evolving beyond proposal ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

April has already handled more than $1 billion in refunds this tax season, offering advisors the ability to model the tax impact of client decisions like large stock sales or Roth conversions.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

I’ve stayed in touch with Alex Bottom, founder and CEO of the student loan repayment planning technology provider Finology Software, since meeting him at the WealthStack conference, part of Wealth ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

Arete Wealth, a full-service broker-dealer and RIA with more than 100 offices across the country, is entering the direct-to-consumer digital wealth race. Thanks to a technology licensing agreement ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes Eric Hurkman as its first chief ...