Tag: customer relationship management (CRM)

Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and...

It integrates Form 5500 data with a customer relationship management system.

Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.

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

The program’s aim is to help advisers streamline their practices.

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.

It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.

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...

The messages will be compliant with FINRA regulations and Lincoln’s own internal broker/dealer controls.

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

The system analyzes emails, notes and text messages to predict client needs.

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

The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.

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.