For almost as long as there has been advisor technology, the persistent problem has been client data living in multiple systems. In the early days when software was housed on floppy disk drives, CDs, ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Regardless of their size, all law firms hold valuable data, including client communications, financial records, and confidential legal strategies. That data has never been more at risk. Cybercriminals ...