Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar ...

Achieving global leadership from its home base in New York, iCapital wins the award for North America’s best technology ...

Wealth is on the move. The massive influx of new and soon-to-be RIAs—combined with an estimated $84.4 trillion in generational wealth transfers through 2045—means the technology decisions ...

A family-centred and collaborative approach to wealth planning for financial institutions lies at the heart of Abbove, ...

The fourth annual program, organized by the financial publication WealthBriefing, recognizes technology achievements within the wealth management ... Software's ALTS-focused CRM wins Best CRM ...

SAN DIEGO, March 20, 2025 /PRNewswire/ -- Copia Wealth Studios today announced the launch of "Copia - Clarity," an advanced wealth management platform designed specifically for sophisticated ...

"Zephyr's asset and wealth management software has been a reliable and innovative mainstay in the financial services industry. Even though technology provides tools that help investors to manage their ...

“Zephyr's asset and wealth management software has been a reliable and innovative mainstay in the financial services industry. Even though technology provides tools that help investors to manage ...