Financial Advisors

October 30, 2017

Raising Prospects From the Grave: Snappy Kraken Introduces Marketing Campaigns to Help Financial Advisors Do This and More

Snappy Kraken, a MarTech company that helps financial professionals personalize, automate, and track marketing campaigns and business processes, is at the T3 Enterprise Conference today announcing […]
September 26, 2017

Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients

Envestnet | Tamarac has enhanced its existing integration with eMoney Advisor (“eMoney”), a leading provider of advanced wealth-planning solutions for financial advisors, with a new bidirectional […]
August 25, 2017

Envestnet | Tamarac is Now on the Salesforce AppExchange

Envestnet | Tamarac has launched the Tamarac app on the Salesforce AppExchange. Financial advisors can create new clients and households in Tamarac from Salesforce and they […]
May 25, 2017

Junxure to Honor Users at Inaugural Awards Ceremony

Junxure, an industry-leading CRM solution and technology provider for financial advisors, announced this week the launch of its inaugural Junxure Customer Excellence Awards program. The awards […]
February 14, 2017

Download the New Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
February 8, 2017

Cyber-security Tips for Financial Advisors

Cyber security is certainly on the mind of advisors today. According to at least one industry survey, cyber security is the number one technology concern among […]
July 28, 2016

Ed Saxon On … Storytelling Skills for Financial Advisors

While at the T3 Advisor conference, February 2016, Academy Award winning producer Ed Saxon talked with Joel Bruckenstein about the best way for financial advisors to […]
July 28, 2016

4 Technology Predictions That Will Affect Your Clients’ User Experience

The fear of having to make common financial decisions should be the last thing on your clients’ minds. In an industry where calculating, budgeting, and investing […]
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