1. Redtail CRM: Latest Version Of Popular CRM For Advisors Fixes Many Useability Problems
(Matching tags: technology,cloud,managing,practice management,productivity,CRM)

With 43,000 users in 9,000 offices, Redtail Technology is one of the most widely used CRMs targeted to financial advisors. It’s latest update includes a long list of improvements that make the product ...

2. The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey
(Matching tags: practice management,Portfolio Management Software,Financial Planning Apps,CRM,RIAs)

Advisors4Advisors, a practice management website for investment advisors, recently released a series of reports on the most popular portfolio management, financial planning, and CRM applications used ...

3. Financial Advisor Technology Survey Results: Redtail And Junxure Are The Top Advisor-Specific CRMs, But Outlook Still Dominates
(Matching tags: advisor technology,CRM)

Among 2,374 members of Advisors4Advisors, the most popular CRM is Microsoft Outlook, which is used by 21.7% of those polled. The second most popular choice: no CRM (17%.1%) followed by Redtail (15.2%) ...

4. Online Scheduling Apps Are Going Mainstream And Coming To Be Used By Consumers
(Matching tags: client communications,productivity,CRM)

Looks like online scheduling apps are starting to make inroads with consumers, at least if you look at what's happening in the medical profession. That has implications for advisors.   Since the ...

5. What Do You Want To Be In 2012? A Business Or A Practice? How To Create A Successful And Enduring Investment Advisory Business
(Matching tags: valuation,strategic planning,RIAs,managing,profitability,CRM,business planning)

You can’t build an investment advisory business unless you define your firm’s processes and embed them in CRM software shared by a team. So the first thing you need to do right now is to decide ...

6. A New Salesforce Integrator Targeting Advisors Springs Up From Nowhere
(Matching tags: cloud,CRM)

Technology is changing so fast in the independent financial advisor business that PC World is writing about a CRM system for advisors that’s integrated with Salesforce and Albridge and I’ve ...

7. Tamarac Announces Initial Integration Partners For Its Cloud-Based RIA Platform
(Matching tags: Portfolio Management Software,rebalancing,CRM)

... for financial planning, and ByAllAccounts for account aggregation, says a company press release.   Tamarac's Advisor Xi platform combines a version of Microsoft Dynamics CRM that's customized ...

8. Schwab Advisor Services Integration With Salesforce Moves Into Production Next Month
(Matching tags: RIAs,CRM,Schwab,Portfolio Management Software)

Schwab Advisor Services says it has completed a beta test of its integration with Salesforce, the world’s most popular CRM, and is headed for a pilot test on its custody system with 24 RIAs.  ...

9. Interactive Advisory Software Names New CEO
(Matching tags: practice management,Financial Planning Apps,productivity,CRM,Integrations,Portfolio Management Software)

Interactive Advisory Software (IAS), a provider of a consolidated wealth management platform for independent financial advisors, has named John Philpott,a  former advisor, as its CEO.

10. RIA Case Study: Why PayingMore For A CRM Can Ultimately Cost Less
(Matching tags: phones,financial planning,registered investment advisors,CRM,Integrations,Schwab)

... but to ask: "Why would your RIA pay over $1,000 per month for a CRM instead of continuing with a good CRM that only cost $65 per month?"    ...

11. Independent Advisors Still Lag When It Comes To Consumer Relationship Management Software Usage
(Matching tags: CRM)

The Aite Group seems shocked that 25% of all advisors they talk to don't have a CRM system or don't care. But dig under the headlines and some interesting details emerge.  ...

12. Plaxo Retreats From Social Networking To Focus On Synching Your Address Book And Social Media Contacts
(Matching tags: productivity,CRM,Social Media)

Plaxo confused me in the last couple of years by moving from contact-synching to a social network. Its identity crisis is reportedly over.

13. Junxure, A CRM For RIAs, Announces Plan To Launch A Web-Based Version In 2012
(Matching tags: CRM)

Junxure, a CRM that is popular with financial planners and RIAs, says it is developing a web-based version of its desktop software for release in 2012.  ...

14. TD Ameritrade Institutional Explores Offering Salesforce To Affiliated RIAs; Creates Alpha Version Of Integrated CRM App
(Matching tags: TD Ameritrade,CRM)

TD Ameritrade Institutional, which provides clearing services to about 4,000 investment advisors, has integrated its custodial data into Salesforce, the popular CRM.  ...