Financial advisor CRM solutions enable better client interaction tracking and keep networking records in addition to maintaining structured contact lists. With CRM software advisors gain ...

Meanwhile, Practifi a strategic expansion of AI capabilities within its CRM platform ... with ClientWorks, the advisor technology platform from LPL Financial. The integration enables real-time ...

Users can ask Zocks’ AI to pull client data from conversations, CRM data and emails to provide information, such as drawing a ...

Called Tandem, the new multi-custodial product is an enhanced CRM featuring ... financial planning and reporting – reducing or eliminating manual, administrative work for the advisor while ...

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has ...

Called Tandem, the new multi-custodial product is an enhanced CRM featuring a state-of-the-art reporting ... Security and Growth Tandem automates and synchronizes client record-keeping, financial ...

Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship (PRNewsfoto ... and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor ...

Springbig Holdings . (OTCQX: SBIG) will acquire AI platform Vice CRM and named the company’s founder, Jaret Christopher, as ...