RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

FP Alpha, a New York-based wealthtech firm that develops AI-driven financial planning software, has released a new insurance document management tool first teased at the annual Technology Tools for ...

Document management is similar to digital asset management, but less for media than for documents, files and various records. Technologies include capturing metadata, integrating documents into other ...

With the growing importance of compliance and eDiscovery issues for many companies, it might be time to consider deploying a records management system. Chances are that your company already uses some ...