iCapital® Secures Three Patents for Innovations in Alternative Investing Technology
New proprietary platform capabilities enhance data security for all players in iCapital-managed asset and wealth management ecosystems.
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Robo-Advisors vs Real Life Advisor – How to Choose
Today, software-based robo money advisors and human financial advisors can help you shepherd your investments.
Top 5 Financial Planning Software Tools Used by Financial Advisors
Hard to imagine days of financial planning and portfolio management without technology. Accountants come to rely on sophisticated financial software.
4 Ways Citizens Bank Keeps ‘Human’ in Its Digital Banking Experience
Can a bank be digital-first without sacrificing human connection that many customers still value? Citizens Bank believes answer absolutely is 'yes'.
Why Big Tech’s Approach Doesn’t Apply to Global Finance
There’s a certain allure to the technology industry that’s impossible to ignore.
Small Businesses Under Fire From Password Stealers
Kaspersky researchers tracked notable increases in password-stealing Trojans, RDP attacks and other cyber threats against small businesses.
Investing Doesn't Have to Be Intimidating: Every Pro (and Con) of Robo-Advisors
You don't need a lot of time, money or a degree in finance to start investing. Robo-advisors can help you invest and chill.
