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Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
Mercer Advisors eyes tech-powered organic growth
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Wealthtech firms unveil strategic partnership
Collaboration will focus on key areas including AI-driven risk analytics, automated compliance reporting, and workflow automation.
Advisor360 boasts productivity-boosting platform upgrades
An enhancement to a reporting module has made a key compliance process 90% faster, wealthtech provider says.
Vanguard makes quiet AI bet with $13B in quant stock funds
After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs
AI firm Tifin wades deeper into philanthropy space
Fintech firm eyes bigger piece of growing donor-advised fund pie with key acquisition
Financial planning softwares and CRM platforms in the spotlight
InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.
Will 2024 be a milestone year for hedge fund use of AI?
If the industry can overcome some major hurdles, it could be.
Robinhood is paying 3 percent bonuses for IRA rollovers. Is it enough?
It's a concept that's hardly new in financial services, but the brokerage is offering significantly more than competitors.
NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
T3 report highlights top tech for advisors
Here are the fintech tools advisors are using, from CRMs to video conferencing.
Bad tech is bad for advisors’ business
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
Tifin spins off AI platform designed to help advisory firms grow
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
New software solution helps advisors plan clients’ charitable accounts
Tool aims to make it easier to keep track of commitments in real time.
Vanguard enhances investor capabilities for intergenerational wealth planning
The firm has partnered with digital estate planning provider Vanilla.
Rate your financial planning softwares and CRM platforms
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
CogniCor launches AI-enabled digital assistants for wealth management, insurance
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
AssetMark launches solution to help advisors unlock tax efficiencies for clients
Firm announces new comprehensive addition to its wealth management platform.
Multibillionaire Thomson eyes greater slice of fintech industry
The venture capital firm of one of the members of the world’s 10th richest family is seeking investments.
Fintech launches annuities platform
Flourish aims to facilitate RIAs’ access to annuities.