Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Overview: Enterprises are depending on AI-powered data governance software to ensure data quality, security, and compliance ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

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 ...

Managing, moving, transforming and governing data for business applications and data analytics purposes has always been an important part of IT operations. But those chores have taken on a new level ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Data analytics can help small ...

In the early 2000s, Paul Harris, a research informatics faculty member and bioengineer at Vanderbilt University Medical Center, noticed a pressing problem. While working with research teams, he found ...

Data classification is an essential pre-requisite to data protection, security and compliance. Firms need to know where their data is and the types of data they hold. Organisations also need to ...