CRM systems

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

All-in-one marketing tools are trending — but there are pluses and minuses to every platform.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

One New Year’s goal is to embrace leading-edge platforms.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

In an industry full of late adopters, being on the cutting edge can win young clients.

A good software tool can be hard to find. Our annual Tech Survey can help.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

The NSA, Equifax and the SEC were all breached. Financial advisors of all sizes are fair game, too, says Wes Stillman.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.

Let wealth planning, CRM and portfolio rebalancing software do the grunt work.

Let technology help your practice increase customer retention and find better prospects.

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

If a farm machine run by one person replaced nine laborers, why wouldn’t that analogy apply to the business of investment advice and asset gathering?