Among its many consequences, fragmented and disorganized data in the homecare industry can make care coordinators feel like they’re piecing together a puzzle with a few missing or incorrectly labeled ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

MILWAUKEE, Aug. 31, 2020 /PRNewswire/ -- Advicent today announced a strategic relationship with MX, the leading financial data platform enabling organizations to develop, launch, and power new money ...

The primary function of a client-server system is to create a division of labor between a centralized server and the individual computers that are running your software. This model has a number of ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...