Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem.

Workstatus integrates tools to unify work, improving team capacity, time tracking, employee attendance, client billing ...

Carson worked with Amazon Web Services to build a one-stop, conversational AI tool that reaches across proprietary and vendor wealth systems.

Money's premium client portal is also getting a customization boost, while Capitalize unveils a new rollover platform for ...

User discovers new code in the Steam Client that points to a new feature that may display estimated frame rate data for each ...

A US court in the Heppner case rules AI tools are not confidential, treating them as third parties and warning that sharing ...

For almost as long as there has been advisor technology, the persistent problem has been client data living in multiple systems. In the early days when software was housed on floppy disk drives, CDs, ...

William Gaus, chief knowledge management and innovation officer at Troutman Pepper Locke, which won the Legalweek Leaders in ...

Automation tools have become essential for managing Instagram at scale. Marketing agencies handling dozens of client accounts, influencers scheduling content, and businesses monitoring competitor ...

Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service. Desig ...

Plancorp uses AI to save 700 hours in a month, boosting advisor efficiency and improving client service with personalized ...

Send tasks to your desktop AI while you’re in transit. Claude Dispatch works on your files, on your machine, and delivers ...