This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Announced at AlphaSummit, the company’s inaugural customer conference, ...

SAN FRANCISCO, CA, September 5, 2025 (EZ Newswire) -- Bluwhale, opens new tab, the decentralized intelligence network powering AI agents across blockchains, today announces the launch of a real-time ...

Partnering with around 60 firms representing more than 400 advisors with over $100 billion in platform assets, the St. Petersburg, Florida-based wealth management solutions provider Dynasty Financial ...

The financial planning industry is seeing new developments due to evolving technology. Venkata Phanindra Peta, a senior application engineer, is helping bring about these changes. Peta integrates ...

Banks can face security risks when customers share their financial data using third parties. Citizens Bank built a tool designed to let clients securely and efficiently share data. This article is ...

Companies investing in unified, managed and rich data layers will drive innovation in the coming decade. Through these ...

A Unified Data Network for Modern Wealth 3 Ways ByAllAccounts Stands Out From the Competition Planning for the Future The Value of ByAllAccounts A Unified Data Network for Modern Wealth A Unified Data ...

Delivering high-fidelity investment data across th... Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, ...

Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, announced the newest advancement to the ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.