According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the most of all fintech capabilities.

CRMnext, Asia’s leading financial CRM software, introduces advance version of its knowledge management functionality, which enables quick and convenient sharing of information and documents. The new ...

Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week. Processing Content The company announced early last month ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

PROVIDENCE, R.I., June 22, 2023 /PRNewswire/ -- Wealthbox, the fastest-growing CRM platform for financial advisors, today announces its No. 1 ranking for Financial Services CRM Software in nine G2 ...

A practical guide to selecting financial management software that can scale with expanding businesses and multi-entity operations. The post How do I choose scalable accounting software for growth?

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 ...

Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate editor of personal finance at MoneySense. She was also managing editor of Best Health Magazine ...