430 clients participated in the product design process, resulting in a growing library of readymade, role-specific ‘visualization templates' that each user can customize Purpose-built dashboards equip ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The wealth management industry has experienced a seismic transformation ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

Artificial intelligence has made waves across various industries, and wealth management is no exception. AI’s ability to analyze vast amounts of data and generate insightful reports has the potential ...

In his contribution to the India Private Wealth Management Outlook 2026, Ashish Shanker, Managing Director & CEO of Motilal Oswal Private Wealth, discusses how evolving client expectations are ...

Empower offers wealth management and financial planning.

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...