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Advice Crm Software Firm Integrates With Xplan | AutoTraffic
Advice tech firm adds new CRM to reduce errors - FTAdviser
Financial planning software, EVPro, has been updated to integrate Plannr, the customer relationship management tool for advisers.
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5 Useful CRM Tools for Law Firms | Good2bSocial - JDSupra
4. InterAction LexisNexis, a technology company that specializes in software for law firms, provides the service InterAction as a CRM solution.
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Iress integrates with AI-driven PlannerPal - Finextra Research
Iress today announces a new integration with AI-driven PlannerPal, adding to the list of Xplan integrations available for financial advice clients.
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Xplan retains omnipresent position in software market
Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, despite newer players battling for a piece of the pie. Netwealth’s 2024 AdviceTech Buyer’s Guide has ...
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AI tool added to Iress advice software Xplan - FTAdviser
Artificial intelligence technology has been added to Xplan to help advisers track client information and generate meeting transcripts. Iress said the integration with AI-driven PlannerPal will ...
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IRESS integrates XPLAN with Suitebox - Markets Insider
Advisers using XPLAN can meet and transact with clients virtually through leading digital workspace SuiteBox TORONTO, Oct. 18, 2017 /CNW/ - IRESS and SuiteBox today announced the integration of ...
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AppCrown and Future Advice Unveil the Future of Wealth & Asset ...
In the face of AI-led promises and CRM implementation hurdles, wealth & asset management firms must go beyond client portals and asset management website tracking technologies, such as cookies ...
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Orion to Acquire Redtail Technology, a Web-Based CRM for Financial ...
Redtail has long been a valued technology integration partner to Orion, and we share a core value of being committed to serving independent advisors,” said Eric Clarke, founder and CEO of Orion.
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