Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced its new CRM integrations, the first real-time, bidirectional ...

Advisor360°, which provides integrated technology for wealth management firms, has launched Tandem, its first customer relationship management (CRM) tool targeted specifically for independent ...

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 ...

Efficiency reduces errors, enhances consistency and strengthens your client relationships--all while quietly padding your margins.

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 ...

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 ...

At a high level, financial planning isn't something that can be done with a cookie-cutter approach. Each client has different goals, values, and financial circumstances, and plans need to be carefully ...

A modern CRM helps advisors build long-lasting relationships. (Image: Camsoft) For financial advisors and financial services professionals, success is built on relationships, trust and the ability to ...

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 ...

For years, travel advisors didn't have very many choices when it came to the technology they could use to make their lives easier. But in recent years, everyone from tech companies to advisors ...