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Lpl To Offer Proprietary Crm Software To Brokers | AutoTraffic

Paychex Announces Partnership with LPL Financial to Offer Fully Integrated Small Market Solution

By combining its innovative software ... 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magaz... read more

Using Tech To Enhance, Value And Sell A Business

Also, while many business owners have been successful despite never having formally spelled out proprietary knowledge ... relationship management (CRM) and financial management (accounting, payroll an... read more

Wealth2k® joins LPL Vendor Affinity Program

LPL Financial is the nation's largest independent broker ... will offer LPL advisors The Income for Life Model® at a substantial discount compared to its retail price. The Income for Life Model includ... read more

Quadron Data Solutions™ Announces New Integration Enhancements With Laser App Software to Simplify Account Opening for Broker-Dealers

Quadron Data Solutions, an affiliate of Fetter Logic, provides technology-enabled solutions for independent, bank and insurance broker-dealers. The company's core platform includes DataPro, a propriet... read more

Modernizing Structure Set to Rejuvenate the Global Telecom Market

Among the litany of segments in this market are CRM, Mobile Commerce, Enterprise Mobility ... Technology solutions to businesses domestically and worldwide. TPT Global offers Software as a Service (Sa... read more

100% for Agents: HomeSmart Shows Why Letting Agents Keep All of Their Commission Is in a Broker’s Best Interest

While many traditional brokers ... offers 100-percent free technology and tools, from transaction management, CRM, agent websites and more. Earlier this year, HomeSmart relaunched an evolved version o... read more

TSCP recaps BCM One

KPMG Corporate Finance served as the exclusive financial advisor to BCM One. Terms of the transaction ... presence into the fast-growing SIP-enabled voice segment with its fully proprietary solution d... read more

Blue Frog Solutions Receives Minority Investment From LPL Financial Services

... among independent broker/dealers for 11 consecutive years by Financial Planning Magazine (June 1996-2006, based on revenues). With over 1,700 staff members headquartered in Boston, San Diego and C... read more

Interactive Brokers Group, Inc. (IBKR) CEO Thomas Peterffy On Q3 2018 Results - Earnings Call Transcript

Interactive Brokers Group, Inc. (IEX ... RIA multiple fees to allocated trade among multiple customer account. We also offer free Customer Relationship Management or CRM software as well as reporting ... read more

Thompson Street Capital Partners Recapitalizes BCM One

KPMG Corporate Finance served as the exclusive financial advisor to BCM One. Terms of the transaction ... presence into the fast-growing SIP-enabled voice segment with its fully proprietary solution d... read more

These Are The Benzinga Global Fintech Awards Finalists For Best Financial Advisor Or Wealth Management Platform

To offer more clarity on who is competing for the prize of most innovative in each category, Benzinga is breaking out the finalists in each category and offering more information about what they do. T... read more

Taking Innovation and Scale to a Whole New Level

Shaking up the real estate technology space as we know it, software leaders ... driven real estate CRM with lead routing, portal syndication and fully integrated IDX data A modern marketing center tha... read more
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