Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

The expanded agreement with Tier 1 will increase the number of licenses at Jefferies by 50%, bolstering its client-first approach to relationship management tools. Investment bank Jefferies has ...

Customer relationship management (CRM) software is a critical tool for driving sales and interacting with potential or current customers. The best CRMs help you organize and store all of the data that ...

Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...

InvestCloud, a global Fintech company that designs and creates financial software for established banks, wealth managers and asset managers, has been chosen by BNP Paribas Wealth Management to offer ...

If you are trying to manage relationships with many outside vendors through emails and phone calls, eventually an important file is going to go astray or something else critical is going to fall ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

With customer relationship management or CRM software, you can build and maintain relationships with prospective and existing customers and, in turn, meet (or even exceed) your business goals. To make ...