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

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

One technology stumbling block for financial advisors has been finding ways to share data across divergent systems and/or software. Typically, software manufacturers have limited the number of other ...

Equisoft, a leading global digital solutions provider to the financial services industry, and Continuum, the AI-powered client intelligence platform for Canadian advisors, today announced an ...

The collaboration will include access to Errors & Omissions insurance solutions for advisory firms that use Jump, according ...

OMAHA, Neb.--(BUSINESS WIRE)--With the T3 Technology Conference kicking off today in Las Vegas, Orion Advisor Solutions announced powerful enhancements and integrations showcasing the unstoppable ...

Wealth management firms are accelerating the integration of CRM systems, advisor portals, and AI-driven tools to eliminate the 'swivel chair effect' caused by fragmented tech stacks. Solutions like ...

RALEIGH, N.C., Dec. 4, 2019 /PRNewswire/ -- As introduced at Schwab's IMPACT® conference, AdvisorEngine – the financial experience company – announced that Junxure, an end-to-end digital client ...

Financial advisors are embracing advanced CRM platforms to unify client data, streamline workflows, and enhance personalized service. By integrating wealth management tools with AI-powered CRM systems ...

DALLAS--(BUSINESS WIRE)--TaxStatus, a secure, personalized data solution for verified financials used by financial professionals and their clients, today announced their integration in Jump, a leading ...

When asked what technology improvements would be most helpful for advisors in 2026, Dan Pascone echoed what many have been wanting for a while: It's not about adding new tools, but making the existing ...