July 16, 2019

Salesforce to Offer New, Low Cost Financial Services Cloud Bundle to Financial Advisors

Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
July 16, 2019

Salesforce to Offer New, Low Cost Financial Services Cloud Bundle to Financial Advisors

Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
July 11, 2019

Platform Wars Heat Up as Orion Acquires Advizr

Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]
June 26, 2019

Real Wealth® Now Integrates With Redtail Technology

Real Wealth® Marketing and Redtail Technology now seamlessly integrate with the click of a button. “We are excited for this integration and are proud to be […]
June 25, 2019

WealthTech Company Harness Wealth Launches Its Services to the Public Poised to Transform Access to the Best Financial, Tax, and Trust & Estate Planning

Harness Wealth, a New York-based WealthTech business focused on giving individuals access to the best financial advice, will open its platform to the public today. By […]
June 20, 2019

Timely, Detailed Reporting Process Streamlines Advisor and Fund Manager Workflow

CAIS, a leading financial technology platform connecting financial advisors with alternative investments, announced an integration partnership with Private Client Resources (PCR) to streamline the timely and […]
June 18, 2019

Orion Expands Integrations with Redtail Technology and Schwab Advisor Services, Builds New Integration With Health Analysis and Longevity Optimizer, Genivity

Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, today announced enhancements to existing integrations with web-based CRM provider Redtail […]