Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot program. This marks the debut of the first ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

SS&C, a global provider of services and software for the financial services and healthcare industries, announced a new client relationship management technology last week that aims to “redefine the ...

DALLAS--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent ...

More than a year after acquiring one of the most popular client relationship management (CRM) programs among advisors, Orion Advisor Solutions is formally connecting its client portal to Redtail CRM.

The wealth management business is so competitive that firms eagerly seek out any edge in productivity and efficiency. Often, they look to technology to gain that edge. So for this week’s Barron’s ...

Travefy has integrated a new suite of customer relationship management (CRM) tools into its platform for travel advisors. Previously, Travefy offered itinerary building and management software, as ...