Tag: customer relationship management (CRM)

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.

Markov Processes International (MPI), which specializes in providing technology in the institutional and high-net-worth space, is now making available a Web-based manager research and reporting tool for all...

Advisers affiliated with Commonwealth Financial Network can now use widgets to customize their own version of COMMunity Link, Commonwealth’s adviser Web portal.

Brinker Capital launched a mobile phone application designed to provide financial advisers and their clients with computer desktop-like accessibility to account information.

National Financial said it has made enhancements to its online service technology resources to help brokers and advisers better initiate and manage service requests.

Morningstar, Inc., has launched a complete upgrade of Morningstar Advisor Workstation, its research and investment planning software platform used by financial advisers.

Retirement Management Systems, Inc., said it launched an asset management program to help advisers manage the 401(k) assets of their clients.

National Financial Partners Corp. and its subsidiary, NFP Securities, Inc., recently launched NFP IndeSuite, a wealth management platform for the independent registered investment adviser (RIA).

FCRC Apps, LLC, a software development firm, has announced the release of version 2.0 of its Web-based application, eFiduciary.net.

Commonwealth Financial Network announced enhancements to its fee-based asset management program for separately managed accounts (SMAs), including a new unified managed account (UMA) option.

ProTracker Software, Inc., announced the launch of ProTracker Cloud, a hosted remote client relationship management (CRM) solution.