Tag: customer relationship management (CRM)

 Linking technology to business needs is essential for true integration, yet many advisers still struggle with identifying a fully integrated solution.     

Customer relationship management (CRM) software is not just “contact management on steroids,” according to a source at Schwab.

Schwab Intelligent Technologies and Salentica Inc. have integrated Salentica Advisor Desk with Schwab OpenView Gateway after a successful pilot program this summer.

Raymond James Financial Inc. is offering advisers Goal Planning & Monitoring (GPM), a financial planning software solution powered by MoneyGuidePro.

 Client360° Trading, a new platform for the firm’s Client360° suite of tools, was rolled out by Commonwealth Financial Network, a registered investment adviser.   

Charles Schwab made available 28 universal workflows in the Schwab OpenView Workflow Library through Schwab Intelligent Technologies.

Consensus is a new benchmarking tool to help retirement plan advisers gauge client satisfaction.

eMoney Advisor and Brinker Capital are rolling out an integrated platform for financial professionals.  

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

TD Ameritrade announced an integration of Saleforce customer relationship management (CRM) software, along with other third party systems, into its Veo adviser platform.  

Pershing LLC, a BNY Mellon company, plans to expand access to its open-architecture technology platform, NetX360, with an online version. 

Charles Schwab has created Schwab Intelligent Integration solutions for independent registered investment advisers (RIAs). 

Charles Schwab’s 2011 RIA Benchmarking Study found that meeting and adapting to regulatory changes was an impediment to growth, cited by 21% of firms for the first time...

Pershing LLC, a BNY Mellon company, has added more than 20 providers to its ValueAlliance program.

TD Ameritrade Institutional now offers advisers a research-based software assessment tool that compiles a list of recommended customer relationship management (CRM) programs based on the needs of the adviser....

The Aite Group published a report examining how a strong customer relationship management (CRM) tool can positively impact a wealth management practice.  

A recent study from kasina found that 60% of asset managers have a mobile strategy in place and recommended more firms develop one as soon as possible.   

Cambridge Investment Research, Inc. has announced a strategic partnership with Retirement Plan Advisory Group (RPAG).  

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

TD Ameritrade Institutional has been collaborating with third-party technology providers in order to open its Application Programming Interface (API) with its VEO management platform.