Tag: customer relationship management (CRM)

LearnVest content and financial wellness support are now available for many advisers working with Fidelity Institutional, along with expanded options for digitizing client support and advice.

As software, applications (apps) and technological devices continue to evolve, they will effectively support rather than replace retirement plan advisers.

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system.

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

John Hancock Retirement Plan Services (RPS) released a new website and online tool set that helps advisers simplify 401(k) plan management.

Guide Financial, a provider of software solutions for advisory firms and financial institutions, has launched a new investment analytics and portfolio builder program.

LPL Financial LLC has partnered with financial technology firm Redtail Technology, Inc. to revamp LPL’s customer relationship management (CRM) platform and enhance the firm’s core technology offerings.

Retirement Revolution, a provider of retirement planning and investment platforms, has added AdviceIQ’s digital branding and database services to its suite of financial adviser tools.

Few financial advisers are satisfied with the technology offerings and communications resources at asset management firms, according to a recent kasina report.

Voya Financial, Inc.’s retirement solutions business has launched myOrangeMoney, an online retirement planning portal that helps participants manage their accounts and plan for their unique financial future.

Schwab Intelligent Technologies reached an agreement with Morningstar, Inc. through which the investment research provider will participate in the Schwab OpenView Gateway technology platform.

AIG Advisor Group established a partnership agreement with Castle Rock Innovations Inc. to implement the AXIS Retirement Analytics Platform (AXIS), an integrated benchmarking and disclosure system.

Client demand is increasing for “face-to-face” financial advising through video chat services, from Skype to FaceTime.

New York Life Retirement Plan Services has released an interactive Retirement Readiness Dashboard to help 401(k) plan sponsors and plan advisers better gauge the effectiveness of their plans.

Failure to communicate effectively with clients and their families will likely damage a financial adviser’s long-term business success, according to the Financial Planning Association (FPA).

Ninety percent of investors say being able to resolve problems and answer questions quickly are critical characteristics of consumer-focused financial advisers, according to a John Hancock survey.

Cambridge Investment Research announced two new partnerships that bring expanded client service capabilities to the firm’s independent advisers.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

Independent broker/dealer firm First Allied Securities Inc. launched the new Pentameter practice management portal and integrated business consulting process for financial advisers.

Commonwealth Financial Network launched a new client management dashboard, Client360°, to help financial advisers unify client information and streamline access to planning tools and accounts.