GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting ...

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 ...

Standout features. Boldin’s basic financial planning program is free, but a $120 annual fee unlocks the full firepower of the ...

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 ...

Financial advisors and dealers who want to offer alternative investments will soon have an option to streamline and scale the investment process. Toronto-based Obsiido Capital Management Ltd. is ...

Boldin’s basic financial planning program is free, but a $120 annual fee unlocks the full firepower of the modeling software, factoring in 250-plus inputs (versus 100 with the free planner ...

As firms compete for advisors, investment solutions are among the time-saving lures they’re dangling. Wellington-Altus Financial Inc. added fresh bait this month with the official launch of ...