AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship management platform Junxure, the company’s marquee technology acquisition in 2018.  The upgraded system will continue to be offered as a stand-alone product, ...

Wealth managers are taking the more than 6 billion text messages sent globally every day as a sign that the vast majority of clients are willing to communicate with businesses via text. Redtail Technology Inc., a client relationship management provider ...

In this month’s edition, we look back at the four major trends underway in the financial adviser ecosystem that shaped the big AdviserTech events that occurred in 2021, and what the trends portend for the year to come. The first ...

This month’s edition kicks off with the big news that Zoe Financial has raised a $10 million Series A round to accelerate its lead generation service for advisers, as the pandemic hastens the consumer shift away from finding a local ...