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Julian Harris Network partners with IRESS

Technology firm IRESS ... proceeds. XPLAN Mortgage will also allow a potential borrower to return a protection quote and a mortgage quote at the same time. The software will be integrated with Julian ... read more

HubSpot, Kraft Heinz, CNBS, Canopy Growth, Aurora Cannabis and GW Pharmaceuticals highlighted as Zacks Bull and Bear of the Day

The Business HubSpot provides companies with software as a service ... since its IPO in 2014 with free CRM and a preliminary Sales Hub. In 2017 the firm added its Service Hub for customer service ... read more

Fidelity boosts technology integration for advisers

Fidelity Institutional is expanding the roster of third-party technology available to advisers through its Wealthscape Integration ... to roll out a digital advice solution, the company will provide a ... read more

How to Troubleshoot the Most Common Obstacles in A CRM

From bettering CRM adoption ... in CRM software. In the last five years she has worked with various entrepreneurs to help them move their businesses to cloud. Her expertise lies in offering cloud CRM ... read more

Finally OK With Cloud Storage? What to Know Before Switching Data Providers

Today, cloud-based, software-as-a ... company for assistance and advice. That's the approach Nowlin took when he moved his company from one help-desk provider to another. He contacted the new provider ... read more

Envestnet Announces Improvements to MoneyGuide's MyBlocks

Redtail’s CRM is the latest system to get “enhanced prospecting,” in which self-registering users of MyBlocks have their information imported into the software ... “I need to integrate with Redtail ... read more

Pros and cons of CRM software

According to Forrester, Microsoft has a vision for CRM focused on deep intelligence and prescriptive advice to deepen customer ... began looking at how the analyst firms divided the customer ... read more

Advisers less than happy with CRM and planning software

“When turning our attention to another core technology, financial planning, strategy and modelling software, XPLAN again ... is no tight integration between the CRM and financial planning and ... read more

Aura Venture Fund backs fintech Integrated Portfolio Solutions as it targets SMSF and investors

Integrated ... XPLAN when it comes to CRM, but there's no platform doing all three things," he said. "The number of SMSFs is also exploding. There are now 600,000 and the move to real-time reporting ... read more

The Rally in Salesforce Stock Still Has Plenty of Steam

The shares of the cloud-based customer relationship management (CRM ... Stock Advice & Trading Tips Not many investors are fully versed in the fundamental strengths of the Salesforce stock. In a ... read more

AdvisorEngine acquires Junxure CRM

AdvisorEngine, the provider of white-label digital advice technology for advisers, is kicking off 2018 with the acquisition of Junxure, a client relationship management (CRM) software for the ... "As ... read more

Advisers lack CRM knowledge

William Buck’s wealth advisory director, Adrian Frinsdorf, said while CRM systems like XPLAN had received negative feedback from the advice ... software like Prospera.” Dummett noted that while many ... read more