Articles tagged "CRM"
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InvestCloud turns nine, claims gobsmacking $2T of AUA ( not even counting $50B AUA clients) but seeks more RIAs by exploiting perceived Salesforce shortcomings
The LA-based aging start-up means to meld social media data with spreadsheet data in CRM cloud in way that leapfrogs many RIA offerings -- at least as part of its suite
December 4, 2019 at 11:26 PM
5 ways for stressed-out advisors to build a more efficient practice
Delegate, streamline, lean on your CRM, leverage resources, go mobile or tap the untried talents of your receptionist -- all ways to do more of what you love to do
May 4, 2012 at 2:22 AM
As advisors flunk social media 101, CRM makers are starting to pick up the slack
Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook
September 14, 2011 at 5:51 AM
Ebix may hit a CRM sweet spot for some RIAs
The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares
August 4, 2011 at 6:20 AM
Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
The updated user interface was built on the same technology at Gmail and it shows
July 12, 2011 at 3:14 PM
Review: How Redtail got hot fast among RIAs and how it plans to leapfrog itself
Brian McLaughlin's mindset includes: Technology, appealing pricing and bootstrapping growth
June 22, 2011 at 2:34 PM
Purchasing too much technology has its own dangers for RIAs
The more sophisticated the system you buy, the more commitment and expertise it will require
