The wealth management industry is at an inflection point. Investors are demanding holistic advice and customized financial planning to meet their specific retirement and lifestyle goals at the ...

In recent years, advances in technology, as well as global digitalisation, have ushered in new capabilities for banks, enabling them to understand their clientele better and, hence, serve them in a ...

In the world of architecture and design, traditional methods of showcasing 3D designs via 2D floorplans, renders and video walkthroughs are standard practices. However, they lack one important thing: ...

A truly informed teammate with a 360-degree view of clients across all touch points Advisor360°™, a leader in integrated wealth management technology, has expanded Parrot AI®, its secure and compliant ...

Work with clients to get 360-degree view of their financial situation A complete, real-time picture of a client's assets is critical for advisers to successfully retain clients, increase assets under ...

Cetera advisors looking for a holistic view of their clients’ finances may soon see that wish granted thanks to a new technology partnership. The broker-dealer giant has just unveiled a partnership ...