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Lpl To Offer Proprietary Crm Software To Brokers | AutoTraffic

Company Overview of BlueSun Inc.

BlueSun Inc. develops ... operations, and offer data access to brokers and regulators. In addition, it offers WealthServ CRM, a Web-based investment and insurance customer relationship management (CRM ... read more

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 ... read more

Billion-Dollar Broker Workstation Vs. $5,000 DIY Financial Advisor MacBook Platform

In 2005, Merrill Lynch spent about $1 billion on a platform for its brokers/financial ... to be a solo financial advisor – scheduling software, rebalancing software, tax updates built into powerful ... read more
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eToro Review 2019

You should seek advice from an independent and suitably licensed financial advisor and ensure that you ... More advanced traders can’t hook up third party software or algorithms into the data feed ... read more

Honoring innovation

Six of the top 10 broker-dealers now use this Vestmark software. That level of adoption has helped clarify ... of the world's largest brokerage and wealth organizations, such as LPL, Ameriprise, ... read more

Interactive Brokers Eyes RIA Accounts As It Rolls Out Platform

Interactive Brokers Group is rolling ... One new platform enhancement is a CRM interface, now in beta test, that better integrates with account-management functions and works on mobile devices, ... read more

The Great Unbundling of Financial Advisor Support

Most independent broker/dealers claim to offer support for advisors when they really inflict bondage. If you lack choice in software or services providers ... The future of financial advisor support ... 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 ... read more

RBG and Triad Discuss Recently Confirmed Affiliation

Retirement industry observers have been waiting for an announcement like this since the middle of last year—when Independent Financial Partners announced it would be leaving broker/dealer LPL in 2019 ... read more

ZipRealty 'white-labels' Powered by Zip platform for brokers

Real estate brokerage and referral site ZipRealty has expanded its technology offerings for brokers with the launch of a white-labeled version of its Powered by Zip “software ... the CRM’s “Zap Score, ... read more

Unsung Custodians

LPL Financial ... software. The custodial platform itself has some elements of CRM built into it, but about 40% of advisors on the platform use a full, Raymond James customized version of Microsoft ... read more

MoneyGuidePro selected to participate in LPL Financial’s new Vendor Affinity Program

--(BUSINESS WIRE)--PIEtech, Inc., creator of MoneyGuidePro ®, the industry’s leading financial planning software ... broker dealer, developed Vendor Affinity to help LPL advisors reduce the complexity ... read more
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