From the browser to the back end, the ‘boring’ choice is exciting again. We look at three trends converging to bring SQL back ...
AI tools are frequently used in data visualization — this article describes how they can make data preparation more efficient ...
Fintech firms launch new AI tools and partnerships for wealth management advisors across CRM systems and discovery platforms ...
Anthropic's Claude CoWork plugins offer automated portfolio analysis and rebalancing for wealth management firms and advisors ...
Most client portal software tools pretend to be complete business systems until you're two months in and still using three other tools because the "all-in-one" platform can't actually handle real ...
Hewlett Packard Enterprise (HPE) has added more bells and whistles to its Aruba Networking Central platform in the form of augmented troubleshooting capabilities. Revealed in a flashy video posted to ...
Quilter has announced the launch of a new client reporting tool designed to support “meaningful” adviser and client conversations by ensuring greater flexibility, a variety of performance insights and ...
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, has launched integrations that enable licensed users and firms to access its AI-ready ...
🗄 What is DBeaver PostgreSQL Workbench? DBeaver PostgreSQL Workbench is a Windows-based SQL and database management workspace created around the core capabilities found across dbeaver, dbeaver ...
BlackRock is rolling out new artificial intelligence capabilities for financial advisors, and it already has a significant client on board.
BlackRock is expanding its suite of technology for financial advisors with the launch of Auto Commentary, a generative AI feature designed to help advisors deliver more tailored portfolio insights to ...