Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may ...

The global market for banking CRM software generated $9.5 billion in sales in 2021 and is expected to grow at a compound annual rate of 15.7 percent through 2031, when it will reach $39.2 billion, ...

A modern CRM helps advisors build long-lasting relationships. (Image: Camsoft) For financial advisors and financial services professionals, success is built on relationships, trust and the ability to ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

PROVIDENCE, R.I., June 22, 2023 /PRNewswire/ -- Wealthbox, the fastest-growing CRM platform for financial advisors, today announces its No. 1 ranking for Financial Services CRM Software in nine G2 ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

CRMnext, Asia’s leading financial CRM software, introduces advance version of its knowledge management functionality, which enables quick and convenient sharing of information and documents. The new ...

Imagine waking up one day and realizing your entire brokerage platform has been hacked. Client data? Gone. Trust? Broken. That’s the nightmare no broker wants. Having even one small loophole in your ...