Nitrogen CEO Dan Zitting discusses how technology amplifies advisor expertise through connected workflows and agentic AI ...

Caprock COO Jefferson Jewell explains how the firm leans on Microsoft, proprietary tools, and trust vendors to help “create leverage” for advisors.

Welcome to "Show Me Your Stack," a series from Financial Planning where we catch up with those delivering financial advice to see what tools they rely on to make it happen. Rising client expectations ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

PWL Capital is overhauling its tech stack, choosing d1g1t’s enterprise wealth management platform to run its advisory ...

Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...

Wealth management firms want the best of both worlds—the scale to operate efficiently and the independence to stay flexible. Broker-dealers and RIA aggregators are taking different paths to get there, ...

Most people don’t picture a financial advisor with a distortion pedal and a stack of Dead Kennedys records. They see suits, spreadsheets and market speak or jargon. But before I built portfolios over ...

India’s wealth management industry is undergoing a structural transformation as rising entrepreneurship, expanding capital ...