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 ...

PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced the launch of its newly enhanced user interface (UI), featuring smarter organization and ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...

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 ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

Many people are using AI without any kind of safety training. Generative AI has become nearly unavoidable in modern life. Chatbots and agents pose risks to data security and privacy. The adoption of ...