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 ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services ...

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 ...

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 ...

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 ...

Focal AI announces Client Fact Fill: the ability to overlay and auto-fill 400+ fields via Chrome Extension, across planning ...

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 ...

Financial advisors need to expand their use of customer relationship management technology to improve their practices, according to a new survey from financial services research firm Aite Group. Of ...

Key Takeawys Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors ...

AI-Powered Meeting Journey leans on Salesforce CRM data to gather materials, summarize meetings and provide natural language ...

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 ...