Dublin, Nov. 25, 2024 (GLOBE NEWSWIRE) -- The "Wealth Management Software Market Size, Share & Trends Analysis Report by Advisory Mode, Deployment, Enterprise Size, Application, End-use, Region ...

Eligible for inclusion in the New Technology Report were only those technologies and software introduced within the past 24 months that cater to financial advisors and the financial management ...

After a multiyear effort to build its wealth management business, Blucora Inc. said Tuesday it had agreed to sell its tax software business, TaxAct, for $720 million, and will rebrand the company ...

SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) is one of the 10 undervalued tech stocks flying under Wall Street’s radar. On ...

MONEYMASTERS Limited has joined a growing list of securities dealers in Jamaica now offering digital onboarding and ...

Since Savvy Wealth started in July 2021, it has built out a fully loaded bucket of software and services, including a customer relationship management (CRM), billing, client onboarding, marketing ...

Investors at Goldman Sachs and Citigroup are getting behind a Canadian start-up that sells financial-planning software to banks and wealth management firms including Morgan Stanley and Raymond James, ...

Family office wealth management has long relied on tradition. From maintaining close-knit networks to accessing exclusive ...

The best personal finance management software offers a simple user interface, a wide range of features, and a focus on specific financial objectives. Best Personal Finance Management Software in ...

Wall Street groups to buy wealth management software maker Envestnet for $4.5bn on whatsapp (opens in a new window) Save Will Schmitt, Antoine Gara and Brooke Masters in New York.