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Ask any advisory firm if they use a CRM and almost all of them will say yes. Quick Answer: Independent financial advisors adopt CRM software more than any other category of advisor technology. But most firms use their advisor CRM only as a digital contact list. The workflow automation, task triggers, and reporting features built into most advisor CRMs […]
Your firm pays for six or seven different software tools. A CRM. A planning tool. A portfolio platform. Document storage. An e-signature tool. Maybe a billing system too. Each tool does its job well on its own. The trouble starts the moment data needs to move from one tool to another. Right now, that movement happens by […]
It is 8:47 on a Tuesday morning. Your first client call is at 9:30. You already have three browser tabs open from three different systems you logged into before your coffee was done. Your operations lead is pulling together the portfolio report for today’s review, because the portfolio tool and the planning tool do not […]
