Fidelity Institutional has announced plans to launch a set of tools this year to help advisors gather and manage their data for strategic planning. The three products, all launching at separate times ...

As state and local governments adjust to the ramifications of the 2025 fiscal year, they’ll need to balance budgetary concerns with the ability to deliver exceptional citizen services. The ability to ...

NEW YORK--(BUSINESS WIRE)--Lenox Park Solutions, Inc. (“Lenox Park”, or the “Company”), a leading collaboration and data analytics financial technology firm, has reported that OCIO firms totaling ...

Data collection is more important for businesses than ever before because people who use the internet will generate approximately 463 exabytes of data every day by 2025. Without data collection tools ...

Outsourcing services provider Broadridge is looking at data aggregation capabilities to help clients better assess counterparty, credit and market risk by being able to pull together different data ...

Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, and enhancing data from diverse institutions to ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The new ESG digitized data aggregation tool leverages data science to ...

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, ...