A colleague recently asked me, “How do we move, as an industry, from being historians to being advisors?” I believe data analytics will play a major role in this transition. Data analytics is the ...

Turnkey asset management platform and adviser technology giant Envestnet announced Wednesday it is rolling out a new product, Insight Solutions, designed to give advisers a closer look into clients’ ...

WebCPA and Accounting Today s parent company SourceMedia has signed a strategic partnership with iLumen to offer a new online resource that will allow CPAs and other accounting professionals to ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Some agency clients aren’t able to address important questions their marketing partners need answered in order to devise the best strategy to meet their needs. Luckily, analytics tools can help ...

In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share their ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

CHICAGO--(BUSINESS WIRE)--NielsenIQ (NIQ), the world’s leading consumer intelligence company, announced the launch of its new Strategic Analytics & Insights organization. By integrating Advanced ...

FactSet Research Systems (NYSE:FDS) has launched Portfolio Analytics MCP, a new product that brings its audit approved ...

Learn how data-driven businesses transform customer experience and gain a competitive edge in e-commerce.

Quantum Metric, the leader in agentic digital analytics for the enterprise, today announced the close of its strongest first half in company history, driven by the launch and rapid enterprise adoption ...

Call center analytics is the process of collecting and analyzing call data to help businesses put their customers first by providing highly personalized customer experience while boosting their own ...