CRM

Salentica CRM provides actionable custody account data through the Schwab OpenView Gateway^® to improve client service, operations and compliance - a significant efficiency optimizer for RIAs.

Salentica, a market leader in providing integrated Client Relationship Management (CRM) and Document Management solutions for wealth managers, is pleased to announce the integration of Gateway Data Delivery through the Schwab OpenView Gateway^® providing actionable Schwab  custody account data in Salentica CRM.

Just released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as many online capabilities as their peers, were outpacing them on many fronts, underscoring the importance for advisors to either embrace technology or risk being left behind.

In this Fidelity eAdvisor infographic you will quickly see how some advisors leverage technology to help spur outsized productivity and growth.

Fresh off its industry recognition by wealthmanagemment.com for best CRM for Junxure Cloud, Junxure, a CRM solutions provider for financial advisors, today unveiled at the Junxure Advisor Conference its latest technology initiative – ClientFirst, set to debut in 2016.

“ClientFirst is a comprehensive suite of client engagement and efficiency tools within Junxure Cloud that help firms deliver targeted, segmented client service,” said Greg Friedman, President and Co-founder of Junxure. “By automating workflow, advisors can combat ‘robo’ platforms while focusing on deepening client relationships.”

Junxure, an industry-leading CRM solutions provider for financial advisors, was recently recognized with the XCelent Award for Best Technology for a Vertical CRM for its cloud-based CRM platform, Junxure Cloud®.

Celent, a research and consulting firm focused on the application of information technology in the global financial services industry, conducted a study beginning in February 2015 on the North American CRM market for wealth management. Focusing on technology vendors that offered stand-alone solutions that serviced the advisor and relationship manager market, their report identifies major trends, CRM technology and functionalities, and client preferences by examining the leading vendors in the market. Detailed profiles of each vendor as well as comparisons and rankings are provided.

FinaMetrica, the pre-eminent global provider of risk tolerance assessment tools, announced today an integration with Redtail Technology, a leading U.S. provider of client relationship management (CRM) systems for financial advisors.

The integration will allow advisors using the Redtail CRM to quickly and accurately assess a client’s risk tolerance score via both FinaMetrica’s 25 and new 12-question psychometric risk profilers. Redtail CRM users can launch FinaMetrica directly from a contact record from August 12th 2015. Joint webinar sessions will shortly be announced.

Four reasons to move to the cloud plus eight fast facts about Salesforce.com

More and more businesses are moving to the cloud, especially in the fields of customer relationship management, accounting, and HR.

Number of RIA firms using Schwab OpenView Gateway jumps 83% year-over-year

Schwab Intelligent Technologies announced today that Orion Advisor Services, LLC., a premier portfolio accounting service provider, and Redtail Technology, a leader in web-based client relationship management (CRM) solutions, will participate in Schwab OpenView Gateway, the flexible, open-architecture technology platform that enables integration between Charles Schwab custody systems and those of participating technology providers supporting independent registered investment advisors.

Today, at the 2015 Technology Tools for Today (T3) Advisor Conference,  Rushmore Advisor Services (www.rushmoreadvisor.com) officially announced the release of its online practice management platform for registered investment adviser (RIA) firms.

Will Demo Enhanced Technology Hub at T3 Advisor Conference

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with technology hub Advyzon from yHLsoft, Inc.

Founded in 2012, Advyzon is an inclusive, scalable, cloud-based service that helps financial advisors grow their business efficiently and profitably. It includes client relationship management (CRM), portfolio management/performance reporting, monitoring, investment planning, and business intelligence.

Automatically Adapts to All Screen Sizes

Client Marketing Systems, Inc., parent company of the CRM program Advisors Assistant®, is pleased to announce Advisors Assistant Everywhere, an HTML5 version of the popular Advisors Assistant CRM with optional Portfolio Management and Insurance Management modules.