Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...

NEW YORK--(BUSINESS WIRE)-- Motive Partners (“Motive”), a specialist private equity firm focused on financial technology, and Apollo (NYSE: APO) today announced the launch of Lyra Client Solutions ...

Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has completed a $25 million Series A ...

In an interview with RIA Channel’s Julie Cooling, J.P. Connellan, Managing Director and Co-Head of Americas Citi’s Private Client Solutions Group, talks about what makes his group unique and what ...

NEW YORK, NY / ACCESSWIRE / January 27, 2021 / Orion Advisor Solutions and Focus Financial Partners Inc. (NASDAQ:FOCS) announced today the formation of an innovative joint venture that will add a ...

HERNDON, Va.--(BUSINESS WIRE)--Iron Bow Technologies, a leading technology solutions provider to government, commercial, and healthcare markets, today announced it was recognized at the 2022 Dell ...

NEW YORK--(BUSINESS WIRE)-- Alchelyst, a leading full-service fund administrator for alternative asset managers, and Lyra Client Solutions (“Lyra”), a technology-enabled client servicing organization ...

IT Solutions evaluates the effectiveness of its AI initiatives by how well they improve service responsiveness, cybersecurity readiness, and progress toward each client's strategic business plan and ...

CONSHOHOCKEN, Pa., Nov. 10, 2025 /PRNewswire/ -- Leading private markets investment management firm Hamilton Lane (Nasdaq: HLNE) today announced multiple senior appointments to its North American ...

The new solution, titled FortiClient Host Security Software, will provide users with a complete suite of new features, including an IPSec VPN client, personal firewall, antivirus protection, intrusion ...