Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Surprisingly, the second-most-adopted software is not portfolio-management software. It is financial-planning software, used by more than 82% of advisors (up from about 79% in 2021).

Selecting the best CRM for financial advisors involves navigating a complex market of software designed to facilitate client relationships, manage assets and automate marketing. The objective is ...

iStock / ArtistGNDphotography. After Advisor.ca looked at how four financial planning and analysis software products fare on features for mid-career and retirement planning, we asked advisors how they ...

AdobeStock / Day Of Victory Stu. Advisors choose different software to suit their practice’s needs. The first part of this series looked at how four leading financial planning and analysis software ...

Practice management involves maintaining relationships with clients, winning new clients, and investing for maximum return. Browse Investopedia’s expert-written library to learn more.

Overall, “this software could help some firms to support their advisors or portfolio managers to manage properly their allocation to alts,” he said. To understand how owning alts would have affected ...