Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

Implementing thorough software maintenance, otherwise known as a scheduled patch management process, is essential to finding and addressing potential vulnerabilities.

Human capital management (HCM) software giant Workday says that a social engineering data breach on a third-party CRM system has impacted its clients’ business information.

A New Way Forward Some innovative software companies have figured out that this way of viewing client onboarding is outdated and unproductive.

Just because a company claims it keeps your client data private does not necessarily mean it's true, according to K2's Randy Johnston.

It is crucial for customers who receive a data breach notification from TD Ameritrade or Charles Schwab to understand the potential risks and take appropriate measures.

Nimble Gravity, a global consultancy specializing in AI, data, and software engineering, has acquired Fog Solutions, a premier data and AI firm recognized for its expertise in Microsoft Azure and ...

Standard Bank’s growth in software, cloud and technology-related spend ... It notes that the deployment of personalised, data-driven offers to clients drove client retention and entrenchment, and ...

With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $7 trillion in assets.