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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. read more

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. read more

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. read more

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 ... read more

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 ... read more

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 ... read more

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 ... read more

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. read more