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 ...

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

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 ...

At a high level, financial planning isn't something that can be done with a cookie-cutter approach. Each client has different goals, values, and financial circumstances, and plans need to be carefully ...

The MarketWatch News Department was not involved in the creation of this content. New CRM integration eliminates data silos and keeps advisors' CRM and marketing aligned--driving faster follow-up, ...

GReminders, providers of a meeting and automation management platform for financial advisors, has integrated with top customer relationship management (CRM) providers serving the financial advisor ...

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 ...

New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth Snappy Kraken, the martech innovator dedicated ...