Tag: CRM software

NFP Launches Wealth Management Platform

National Financial Partners Corp. and its subsidiary, NFP Securities, Inc., recently launched NFP IndeSuite, a wealth management platform for the independent registered investment adviser (RIA).

Schwab Adds Client Feedback Tools

Schwab Advisor Services unveiled enhancements, including a waiver of fees for its merger and acquisition listing service, an online version of its Scorecard tool, and a new client feedback product.