Tag: CRM software

It is an open architecture platform where advisers can bring together all of their data and tools to manage client and prospect workflows.

The integration allows advisers to access client data in their Fi360 Toolkit, according to the firms, with the goal of streamlining business processes and better serving clients’ needs.

Advisers discuss the software their firms currently use, how they access client information, and how succession planning figures into the future of their practices.

After being one of the first national firms to address the DOL’s now-defunct fiduciary rule, the firm says it is turning a new page in client service and...

Through this expansion, SEI’s BusinessWise program will deliver enhanced financial planning tool to help advisers make actionable plans for individual clients.

The integration brings together retirement income planning software with a web- and mobile-based CRM application.

The collaboration of Riskalyze and Charles Schwab will ease an adviser’s workflow challenges and allow for greater efficiency, says Kyle Van Pelt, vice president of partnerships at Riskalyze.

The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to...

The technology conversation is no longer simply about the amount of data available, but rather how it is used and, more specifically, how granular it is, as to...

The inspiration to create BrightPlan was based on the idea that everyone deserves access to trusted, affordable financial advice that supports long-term financial goals. 

The two firms hope to allow advisers to access a new version of Vestwell’s retirement planning portal on the Riskalyze platform.

The firm says this “first of its kind compliance-approved text messaging solution for financial advisers” helps maximize convenient client communication. 

The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents.

In conversation with PLANADVISER, cybersecurity attorney and former SEC staffer Marlon Paz suggests it is absolutely essential for advisory firms to have a senior executive “not just appointed...

The financial services and retirement advisory industry has collectively invested tens, if not hundreds of millions of dollars in the last decade to boost the use of big...

The new PlanOnTarget initiative gives CUNA’s adviser clients new digital capabilities including self-service dashboards and enhanced analytics.

The tool will help advisers provide plan sponsors with relevant feedback about operational and performance comparisons to their peer group.

The new solution uses robo-advisory and automation technology from Trizic to enable FIS clients to cost-effectively manage smaller-balance accounts.

The new partnership shows brokerage firms serving RIAs are committing to delivering new fiduciary-minded technologies, especially scalable personalized advice solutions. 

New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers.