Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

One technology stumbling block for financial advisors has been finding ways to share data across divergent systems and/or software. Typically, software manufacturers have limited the number of other ...

SS&C, a global provider of services and software for the financial services and healthcare industries, announced a new client relationship management technology last week that aims to “redefine the ...

PROVIDENCE, R.I., June 26, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new firmwide CRM agreement with Professional Wealth Advisors, an ...

A small team of Utah entrepreneurs and developers launched Slant this week. They contend that the AI-driven platform they have built will be a modern (well, for now) reinvention and replacement of ...

Christiana Jolaoso-Oloyede writes for media publications, B2B brands and nonprofits. Using her research, analytical and writing skills from her training as a lawyer, she focuses on garnering accurate ...

PROVIDENCE, R.I., Sept. 4, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Stonebridge Financial Group, a ...

Travefy has integrated a new suite of customer relationship management (CRM) tools into its platform for travel advisors. Previously, Travefy offered itinerary building and management software, as ...