Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software today announced an integration with Morningstar's ByAllAccounts, a premier data ...

LONDON, UNITED KINGDOM, April 8, 2026 / EINPresswire.com / — Now in its eighth year, the WealthTech100 celebrates the leading companies developing innovative solutions that are helping private banks, ...

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 ...

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 ...

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 ...