Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

CRMs, analytics platforms, cloud applications, legacy infrastructure and internal data stores—each built at a different time ...

OneDigital reports a data breach involving Salesforce and Drift, exposing sensitive client data, including Social Security ...

I'm just impressed with Morningstar overall. You've continued to deliver and provide really good support for questions and making sure I’m being as efficient as possible. For Maryann Ruck, President ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Data has become the core language of leadership, enabling faster decisions, sharper strategy, deeper customer insight, and ...

DBeaver is a free, open-source, cross-platform SQL client and database administration tool. It is designed to support a wide variety of SQL and NoSQL databases, including MySQL and PostgreSQL. Its key ...