Tag: CRM software

Wealth Management Systems Inc. (WMSI) launched a small business retirement plan comparison calculator that can help growing employers benchmark retirement plan performance.

Envestnet Tamarac, a division of Envestnet, Inc. that provides integrated portfolio software for independent advisers, has released the next generation of its client relationship management (CRM) application.

The seventh release of the “Adviser Insights” study from Fidelity Investments suggests financial advisers are enjoying the highest levels of compensation and assets under management since 2007.

MassMutual’s retirement services division launched an enhanced participant website designed to make it easier for employees to prepare for retirement.

Alliance Benefit Group North Central States, Inc. launched a new mobile application that provides users with centralized access to retirement and health-related savings accounts.

FCRC Apps LLC, a financial services application developer, added a new embedded surveying feature to its suite of digital fiduciary governance support tools offered through eFiduciary.net.

The ADP Mobile Solutions application, which allows people to access their retirement account information via smartphones, is now available in the Amazon Appstore.

Alliance Benefit Group (ABG), a network of 14 regional consulting and financial services firms, launched the 401(k) Choice platform for broker/dealers and financial advisers working with retirement plans.

Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.

Those with retirement plans and health savings accounts (HSAs) offered by Wells Fargo can now track account information in a central online location.

Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.

Aspire Financial Services LLC added LPL Financial LLC’s retirement advice and education solutions to its plan sponsor support offerings.

Accurately tracking practice metrics and documenting operating procedures are two ways firm owners can build value during the succession planning process.

TD Ameritrade Institutional revealed plans to develop and launch an “intelligent technology platform” for use by financial advisers.

An updated mobile application from LPL Financial LLC provides better access to financial and market data, along with a new secure messaging system for communicating with clients.

The financial software developer launched The Enterprise Retirement Planner, which allows advisers to generate and distribute personalized retirement plans and produce plan sponsor scorecards.

Nationwide Retirement Solutions now offers comprehensive, mobile-optimized access to its public-sector retirement plan website without use of an application (app).

A new practice management platform for retirement plan advisers rolls sales and client service tools into a single, integrated solution.