Wealthtech platform AdvisorEngine, with over 15,000 users across roughly 1500 firms, has announced a complete rebranding of Junxure, their CRM solution for financial advisors. AdvisorEngine ...

GReminders and Advisor CRM are sharpening their AI advantage as the two fintech firms each unveiled updates to help advisors make the most of their meetings.

PROVIDENCE, R.I., March 5, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announced a new enterprise CRM agreement with Perennial Financial Services ...

AI can now draft marketing materials in advisors’ tone of voice and writing style. Whether advisors want that is an open ...

Leveraging Salesforce’s Agentforce and Microsoft Copilot, Navatar Automates Data Entry and Turns Activity into AI-Driven IntelligenceLONDON and NEW YORK, Aug. 19, 2025 (GLOBE NEWSWIRE ...

We analysed 10 CRM software providers following a detailed scoring methodology to help you choose from the seven best simple CRMs for small businesses.

Find out the best CRM software options for real estate according to research from Forbes Advisor Canada.

The deal will see the global alts giant snap up the fintech firm, which has struggled to gain traction among advisors over ...

Evercore served as financial advisor to Invesco and HSF Kramer acted as legal adviser. Altman Solon, PWC, Oliver Wyman and Ringstone conducted due diligence on the acquisition. Gibson Dunn acted as ...

Travel Planners International (TPI) has announced a new partnership with Tern, a CRM and software platform, to deliver enhanced technology solutions for its extensive network of travel advisors.

Navatar Unveils AI-Powered CRM That Meets M&A Advisors Where They Work From Outlook to Slack to CRM: Investment Banking’s First Truly Embedded Intelligence Platform For Salesforce ...