Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite

Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services ...
InvestmentNews

Docupace acquires Hubly to drive advisor CRM workflow solutions

It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...
MarketWatch

Advisor CRM Launches Trove, the Wealth Industry's First-of-Its-Kind AI-Native Opportunity Discovery Solution

NASHVILLE, Tenn., Feb. 25, 2026 /PRNewswire-PRWeb/ -- Advisor CRM, the only all-in-one AI-native CRM platform built exclusively for advisors, announced today that it has launched Trove, the wealth ...
Hosted on MSN

Client management software for financial advisors

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
Financial Advisor

Advisor360° Introduces CRM For Independent RIAs

Advisor360°, which provides integrated technology for wealth management firms, has launched Tandem, its first customer relationship management (CRM) tool targeted specifically for independent ...
TMCnet

WealthFeed Enhances AI Prospecting, Lets Advisors Leverage Their Networks to Generate Warm Introductions

WealthFeed, the industry's most complete all-in-one prospecting and growth engine for financial advisors, today announced the launch of its Warm Introduction solution. This enhancement to WealthFeed's ...
Morningstar

Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users

ARDEN HILLS, Minn. and PROVIDENCE, R.I., Jan. 6, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM platform for financial advisors, today announced that Gradient Financial Group, a financial ...
Business Wire

Advisor360° Introduces Tandem™: A CRM+ for Independent Financial Advisors

DALLAS--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent ...
PLANADVISER

CRM Software Top of Mind Among Advisers’ Tech Options

According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the ...
WealthManagement.com

Advisors Have Always Avoided Updating CRM

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

How Financial Advisors Can Use AI To Deliver A More Personalized Client Experience

One of the main benefits of working with a financial advisor is receiving a personalized client experience. And what adds value for each client is very personal. Your clients want you to understand ...