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 ...

For almost as long as there has been advisor technology, the persistent problem has been client data living in multiple systems. In the early days when software was housed on floppy disk drives, CDs, ...

As law firms increase their use of AI, client data is becoming more helpful for training AI tools and informing their outputs. Outside counsel guidelines are evolving to become more permissive of ...

Working with clients to collect their own data ranks as the third most common firm-level challenge in Nextpoint's 2026 ...