CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

VastAdvisor, the AI-powered organic growth engine built for wealth management advisors, today announced its native ...

Wealthbox, the eight-year-old customer relationship management platform for financial advisors, announced Tuesday a $31 million Series B round of funding led by private equity firm Frontier Growth.

Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

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 ...

Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond the build-vs-buy decision The white paper reframes CRM decisions for financial ...

Two years ago, Doug Fritz, founder and CEO of F2 Strategy, a technology consultant to wealth management firms, asked 40 prominent companies how they would rate the effectiveness of their client ...

Despite being plagued by legacy technology, the wealth management industry foresees a digital-first transformation in the near future as advisors and investors alike demand a greater high-tech, ...

LONDON, Aug. 4, 2021 /PRNewswire/ -- Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced its selection by global research and advisory firm Celent as a ...

FORT MILL, S.C.--(BUSINESS WIRE)--The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the ...