Tag: CRM software

Pershing LLC, a BNY Mellon company, plans to expand access to its open-architecture technology platform, NetX360, with an online version. 

Charles Schwab has created Schwab Intelligent Integration solutions for independent registered investment advisers (RIAs). 

Charles Schwab’s 2011 RIA Benchmarking Study found that meeting and adapting to regulatory changes was an impediment to growth, cited by 21% of firms for the first time...

Pershing LLC, a BNY Mellon company, has added more than 20 providers to its ValueAlliance program.

TD Ameritrade Institutional now offers advisers a research-based software assessment tool that compiles a list of recommended customer relationship management (CRM) programs based on the needs of the adviser....

The Aite Group published a report examining how a strong customer relationship management (CRM) tool can positively impact a wealth management practice.  

A recent study from kasina found that 60% of asset managers have a mobile strategy in place and recommended more firms develop one as soon as possible.   

Cambridge Investment Research, Inc. has announced a strategic partnership with Retirement Plan Advisory Group (RPAG).  

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

TD Ameritrade Institutional has been collaborating with third-party technology providers in order to open its Application Programming Interface (API) with its VEO management platform.   

Laserfiche announced today the availability of a prepackaged integration with Salesforce.com, designed specifically for registered investment advisers (RIAs). 

The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.

The Retirement Plan Advisory Group (RPAG) updated its adviser-centric Web site, Knowledge Center, with improved navigation and document storage.

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.

BPAS, a provider of defined contribution (DC), actuarial, institutional trust and flex services, has upgraded its Web site.

Tamarac Inc., a provider of integrated portfolio management software and services, has created Advisor View, a new performance reporting application.   

Charles Schwab, has announced additional details on the integrated technology platform the company is developing.

Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.

The Hartford Mutual Funds now offers the Hartford Portfolio Toolbox powered by Morningstar (HPT) for financial advisers registered on HartfordMutualFunds.com.

MG Advisory Services, LLC, a subsidiary of Matrix Financial Solutions, Inc., will add vWise Inc’s SmartPlan Advisor, a communication and education solution, to its platform.