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 ...

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LPL said the WealthVision Essentials software is set up to support both independent advisors and those affiliated with financial institutions, with the ability to create customized plans to help ...

Two RIA advisors looking at their latest software solution. If you're making software investments for the first time, the range of options available may feel a little overwhelming.

A financial advisor uses software to create an estate plan for clients. Rebecca Lake . Mon, Nov 27, 2023, 9:59 AM 7 min read. Estate planning may be one of the core services you offer your clients ...

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 ...

Advisors managing clients’ philanthropic activities now have a new software solution to assist them, as a cloud-based suite of tools is launched. PhilanthPro Solutions Inc., founded in 2023 and ...