A fully managed AI Agents Business Portal centralizes lead capture, unified inbox, CRM, automation, and reporting, so ...

Kindsight Intelligence is available now in the Fundraising Platform. Natively built upon the Salesforce architecture, Kindsight's Fundraising Platform is anchored in the strength and flexibility of ...

It’s not about making machines smarter; it’s about making human interactions more meaningful,” said Shankar Raj, an ...

It’s 2026, and it’s time to level up your practice. Thanks to online software and artificial intelligence, there have never ...

NEW YORK, Jan. 14, 2026 /PRNewswire/ -- Atomic Insights, a provider of money-movement and workflow automation tools for RIAs ...

Today, Tower Bridge operates on Ridgeline across portfolio accounting, trading, compliance, reconciliation, revenue ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Laura Brandao steps into a leadership role at MLB Residential Lending, bringing her vision and strategies to enhance ...

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

Modern system supports scalable growth for the nation’s original RV workforce community We’re delighted to launch the ...