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5-Star Financial Planning Software and 5-Star CRM Platforms ending soon
Search for the best financial planning software and CRM platform ends this Friday.
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.
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.
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.
Rate your financial planning softwares and CRM platforms
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
RIAs’ tech wish list for 2024
From Salesforce to eMoney, here are the tools advisors are using to drive growth this year.
AdvisorEngine updates, rebrands Junxure CRM platform
The announcement is the culmination of a multiyear initiative to modernize Junxure after its acquisition in 2018. The upgraded system will continue to be offered as a stand-alone product, priced per user.
Redtail opens up text messaging tech to all
Clients are increasingly connected via mobile devices, and wealth management tech providers are betting advisers will want to reach clients using texts.
The latest in financial #AdviserTech — January 2022
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
The latest in financial #AdviserTech — June 2021
This month's #AdviserTech roundup includes a fundraising round by lead generation service Zoe Financial, as well as news about Tifin Group, Altruist, Vice and InvestCloud.
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Comparing CRM systems: Breaking down the details
A simple collation of the tools and features of adviser-facing CRMs.
Too many options for CRMs?
The client relationship management software could be considered one of the most important tools for financial advisers, acting as a jumping off point for advisers throughout the day, but in research released by Forrester Research, there may be too many options.
ProTracker pulls cloud-based CRM back into beta
It probably won't be available for sale for another year.
Pershing integrates with Redtail Technology
Custodian meets CRM in what could be a boon to simplified onboarding for many advisers.
