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 ...

In a perfect world, advisors would purchase client relationship management, or CRM, software from any one of the well-known market leaders and — voila! — all of the data would be imported and the ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Entries are still being accepted for InvestmentNews' 5-Star Financial Planning Softwares and 5-Star CRM Platforms. Click here to rate the softwares and platforms you worked with. As an added incentive ...

The global market for banking CRM software generated $9.5 billion in sales in 2021 and is expected to grow at a compound annual rate of 15.7 percent through 2031, when it will reach $39.2 billion, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Advisers using the new integration will be able to seamlessly transfer ...

Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet (ENV), a leading provider of ...

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 ...

New funding will accelerate Slant's nationwide rollout, helping financial advisors double their capacity and serve hundreds more clients each year. Slant was built to help advisors serve more clients ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a ...

DALLAS--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent ...

The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, ...