Multiple fintech firms rolled out new artificial intelligence features and partnerships, from CRM integrations to opportunity ...

Advisor CRM, the only all-in-one AI-native CRM platform built exclusively for advisors, announced today that it has launched Trove, the wealth management industry's first-of-its-kind AI-native ...

By integrating directly into Redtail, advisors can manage the entire meeting lifecycle, from preparation to follow-up, without ever leaving the Redtail interface. "Advisors waste a lot of time ...

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced a major expansion of its long-standing integration with Orion’s Redtail CRM. The ...

Hamachi and Advisor CRM are also extending the industry-wide trend toward data-driven insights, while Docupace and iPipeline ...

Bilingual software boosts compliance efforts Vancouver-based customer relationship management (CRM) software Maximizer launched the French edition of its financial services edition this month.

Sowell Management’s new partnership introduces Altruist as an additional custodian for the RIA’s nationwide advisor network, ...

Hamachi.ai ("Hamachi"), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced a new integration with Orion's Redtail Technology ...

AI tools like Altruist’s Hazel AI are making investment research and tax planning faster, but experts say they cannot replace ...

Partnering with Altruist is the latest step Sowell is taking to enhance its technology offering and continue integrating AI responsibly into the firm's tech stack. Leveraging advanced capabilities ...

The software sector is having a moment, and not the good kind. iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) has ...