Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

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 ...

Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management ...

Advisor360, Practifi, and Wealthbox introducing new tools and integrations designed to enhance advisor efficiency and client management. The latest developments include AI-powered automation, ...

Two powerhouse technology companies — Envestnet and Salesforce — have partnered to offer advisors a much broader, more streamlined platform on the cloud. Processing Content Envestnet, a large ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the new year.

Kearns cautions advisers against relying solely on general-purpose tools like ChatGPT or Microsoft Copilot, emphasising the superior performance and compliance of verticalised platforms tailored to ...

PROVIDENCE, R.I., May 22, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Tucker Asset Management, a leading ...

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, ...

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