Tag: customer relationship management (CRM)

SunGard has launched MyWealthSeries, a set of online financial planning tools for advisers to offer their clients and prospects from their own Web sites.

Schwab Performance Technologies (SPT), a provider of technology solutions for registered investment advisers (RIAs), announced changes to its pricing structure.

FundQuest said it has improved the ability of advisers to offer custom reports on demand.

SunGard said it enhanced its Roth IRA analysis capabilities for its Wealth Station wealth management platform in order to accommodate new conversion rules.

SEI Advisor Network’s new Service Delivery Initiative aims to help advisers with electronic proposal generation, statement and account level reporting, and transaction automation.

Schwab Advisor Services unveiled enhancements, including a waiver of fees for its merger and acquisition listing service, an online version of its Scorecard tool, and a new client...

Following Charles Schwab’s lead, Fidelity Investments said it is waiving and reducing some custody and technology fees for independent advisers.

Investment advisers who custody with Charles Schwab can now access a Web site boasting more intuitive tools to manage client accounts.

Advisors Trusted Advisor now offers the Roth 2010 Conversion Package, containing marketing tools, education materials, and a Roth conversion tool.

Curian Capital, LLC, announced the launch of the Curian Custom Wealth Platform, a unified managed household (UMH) solution offering investors an aggregated view of their Curian holdings.

Pershing LLC said it has begun providing its introducing broker/dealer and independent registered investment adviser (RIA) customers with access to a performance reporting solution from Black Diamond.

Charles Schwab released a report outlining best practices for planning, selecting, and implementing customer relationship management (CRM) systems for independent investment advisers.

AdviceAmerica, a provider of financial adviser software solutions, announced the next generation of its AdvisorVision product.

Is most of your office life managed in Outlook? Well AdviceAmerica now offers a client relationship management solution that can be operated there too.

Geneos Wealth Management announced the latest improvement to its technology platform, Artesian CRM 3.0.

Financial advisers are a mobile bunch and increasingly want access to client data and other services from their mobile phones.

According to a new report published by Schwab Institutional, the best-managed advisory firms have clear and long-term strategies for their technology investments, but many advisers are under-utilizing existing...