Sure it has taken a while, but the purpose-built, cloud-focused CRM system is finally set to arrive this fall.
Advisor Software Inc. provides latest example in the continuous march of independent and useful third-party tech integrations
App makes jump to the cloud; priced 'aggressively'
Users of Pro can now more easily bring client portfolio data into the risk tolerance tool.
Omyen launches offering for advisers and broker-dealers in the client portal and client collaboration arena
Trade Flow Insights provides brokers with across-the-board product sales data and insights about those who bought them.
Integrated technology leaves firms more time for client-interfacing activities and prospecting, not to mention makes them far more efficient.
A nasty little spat has broken out in the Twitterverse between Dave Ramsey and advisers. The radio host went as far as to tweet 'I help more people in 10 min. than all of you combined in your ENTIRE lives.' | <b><a href="http://www.investmentnews.com/article/20130603/FREE/130609994">Read the tweets</a>.</b>
Most advisers can use all the help they can get with tedious and error-prone daily tasks such as prospecting, data entry and filling out client forms.
Venerable app gets four out of five stars on Schwab site; 'dated'
Some interesting new financial- adviser-specific data are coming out of Twitter by way of Texas Tech University. It isn't about tweets, but research based on analyzing all those tweets.
Self-proclaimed 'big dog' Dave Ramsey bites back at financial advice community that questioned his investment advice on Twitter.
