Demand for increasingly sophisticated, customized services is driving the growth of the wealth management software market. The platform currently provides an array of tools, such as reporting for ...

Dublin, Nov. 25, 2024 (GLOBE NEWSWIRE) -- The "Wealth Management Software Market Size, Share & Trends Analysis Report by Advisory Mode, Deployment, Enterprise Size, Application, End-use, Region, and ...

The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, actionable insights. For advisors and RIAs, adopting the right financial ...

Independent financial planning firm Berkshire Investment Group Inc. announced Tuesday that it has signed a license agreement with x.eye inc, for their wealth management software — x.eye.wealth.manager ...

As artificial intelligence changes the financial services industry, should advisors feel threatened? No, computer experts say. They see the current wave of technology as an opportunity to provide ...

Dublin, July 23, 2025 (GLOBE NEWSWIRE) -- The "Wealth Management Software - Global Strategic Business Report" report has been added to ResearchAndMarkets.com's offering. The global market for Wealth ...

Ottawa-based Winfund Software Corp. will integrate Toronto-based Invesco Canada Ltd.’s advisorDUO platform with W.investment, its wealth management software, the two companies have announced. With the ...

Nevis recently secured $35 million in a Series A round from Sequoia, Iconiq and Ribbit Capital to use AI for streamlining wealth advisor operations.

The boundaries between retirement, savings and wealth management are blurring, and the shift is accelerating as $84 trillion ...

The ongoing Russia-Ukraine conflict presents a challenge in the form of persistent market volatility. This volatility can impact the wealth management software market as global fund managers grapple ...