CRM systems

Frequent communications with clients, candor and reassurance will increase a firm’s credibility and attract new business.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.

These tools could save months of time — are they worth the investment?

Firms take notice: older generations are adopting new technology at a quickening pace.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

Private Ocean – Mosaic combination brings software expertise to financial advice battleground

The customer relationship management platform will now pull all accessible client information into a single dashboard.

Early adopters of machine learning technology are more likely to expect business increases this year.

The firm will move over to Salesforce’s CRM tool starting next year as part of an effort to boost efficiency with new technology.

The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

A pen and paper or more advanced methods of documentation can save financial advisors from a variety of troubles.

Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.

Bundling your home internet, cable, and telephone services was a great deal once, but not anymore. RIAs have to rethink purchases of all-in-one technology packages for their practices too.

By focusing on the relationship, RIAs can outdo automated investors — and charge accordingly, says CEO Joe Duran.

As investment management becomes a supporting service, software providers are facing disruption.

CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.