CRM systems

Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.

Hundreds of new tech offerings have entered the wealth management landscape the past five years, challenging the capabilities of traditional CRM systems. Is it time for advisors to rethink their CRMs?

Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.

Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.

Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.

Treat the data hub like the complex entity that it is, one requiring constant attention from those operating it in every facet of the business.

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.

The two companies have deep ties and are now formalizing the bond.

With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.