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 ...

Advisor CRM, an all-in-one AI-native CRM platform built exclusively for registered investment advisors (RIAs), has announced the launch of Beacon, a powerful, secure AI assistant integrated directly ...

Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet (ENV), a leading provider of ...

The MarketWatch News Department was not involved in the creation of this content. ARDEN HILLS, Minn. and PROVIDENCE, R.I., Jan. 6, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM platform for ...

Entries are still being accepted for InvestmentNews' 5-Star Financial Planning Softwares and 5-Star CRM Platforms. Click here to rate the softwares and platforms you worked with. As an added incentive ...

Financial services firms are increasingly integrating CRM platforms with portfolio management, scheduling, and compliance systems to streamline operations and improve client engagement. Documented ...

When asked what technology improvements would be most helpful for advisors in 2026, Dan Pascone echoed what many have been wanting for a while: It's not about adding new tools, but making the existing ...

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 ...

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

Rate your financial planning software and CRM platforms for a chance to win one of five $50 Amazon gift cards. Take the survey now. Winners will receive a five-star rating for their excellent ...

BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a ...