Tag : Financial Advisors

Wealthbox Announces Early Access to New AI Features for Financial Advisors
Artificial Intelligence Finance News

Wealthbox Announces Early Access to New AI Features for Financial Advisors

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of action that automates workflows, surfaces client insights, and executes on......
Sowell Management Adds Altruist as Enterprise Custodial Partner
Finance Investments News

Sowell Management Adds Altruist as Enterprise Custodial Partner

PR Newswire
by PR Newswire0
Firm to leverage platform to help advisors grow their practices, deepen client relationships and seek better outcomes Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced that it has partnered with Altruist to offer custodial services and support to the firm’s advisors.......
First Liberty Building & Loan Investors Encouraged to Explore All Potential Recovery Options
Finance Investment Services News

First Liberty Building & Loan Investors Encouraged to Explore All Potential Recovery Options

EIN Presswire
by EIN Presswire0
Contact the Law Firm of KlaymanToskes for a Free and Confidential Consultation to Discuss Pursuing a Potential Recovery of Your Losses National investment loss and securities law firm KlaymanToskes is investigating potential recovery claims on behalf of investors who purchased investments in First Liberty Building & Loan through financial advisors or......
MarketXLS Announces Timely AI Integration to Generate Functional Excel Workbooks with Live Financial Data
Finance Investments News

MarketXLS Announces Timely AI Integration to Generate Functional Excel Workbooks with Live Financial Data

GlobeNewswire
by GlobeNewswire0
Enterprise Ireland-backed platform connects its 1,000+ analytical Excel functions to Claude, ChatGPT, and leading AI tools As AI transforms how professionals work with data, financial advisors and portfolio managers face a challenge: most tools generate static outputs like reports or dashboards, but few can produce dynamic, functional Excel workbooks. MarketXLS,......
Steward Partners Selects WealthFeed to Empower Advisors with AI-Enhanced Prospecting and Client Engagement
Finance Investment Services News

Steward Partners Selects WealthFeed to Empower Advisors with AI-Enhanced Prospecting and Client Engagement

Business Wire
by Business Wire0
With timely money-in-motion intelligence, advisors can more effectively accelerate organic growth and boost wallet share WealthFeed, an AI-powered prospecting platform that enables financial advisors to grow their book of business, increase client retention, and expand wallet share, announced a partnership with Steward Partners, one of the industry’s fastest-growing investment advisory......
TAAX Pro: A Revolutionary 14-in-1 Business Growth Engine Designed to Disrupt the SMB Financial Services Sector.
Finance News

TAAX Pro: A Revolutionary 14-in-1 Business Growth Engine Designed to Disrupt the SMB Financial Services Sector.

EIN Presswire
by EIN Presswire0
TAAX APP announced the major expansion of its flagship platform with TAAX Pro, a complete business growth engine. TAAX App, the innovative leader in financial technology marketplaces, announced the major expansion of its flagship platform with the launch of TAAX Pro. This comprehensive business growth engine is engineered specifically to......
Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share
Digital Asset Management Finance News

Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share

Business Wire
by Business Wire0
Northern Trust Asset Management’s study of direct indexing “Superusers” identifies drivers of strong client relationships and business growth Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax-loss......
Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning
Finance InsurTech News

Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning

EIN Presswire
by EIN Presswire0
New integration brings insurance into the financial planning conversation Canopy Connect, the leading insurance verification technology provider, and Holistiplan, a comprehensive financial planning platform serving 55,000+ financial professionals, announced their integration to bring automated property and casualty insurance analysis into the financial planning workflow. The partnership enables advisors to retrieve......
Jump and Focus Financial Partners Launch Partnership to Elevate Advisor and Business Manager Productivity Through Power of AI
Artificial Intelligence Finance News

Jump and Focus Financial Partners Launch Partnership to Elevate Advisor and Business Manager Productivity Through Power of AI

Business Wire
by Business Wire0
Partnership delivers structured meeting data, AI-powered workflows and operational efficiencies to Focus firms Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Focus Financial Partners (‘Focus’), an interdependent partnership of wealth management, business management and related financial services......
Concorde Investment Services Announces Adoption of AltsIllustrator™, a Powerful New Analytics Platform for Alternative Investments
Finance Investment Services News

Concorde Investment Services Announces Adoption of AltsIllustrator™, a Powerful New Analytics Platform for Alternative Investments

PR Newswire
by PR Newswire0
Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, announced the firmwide adoption of AltsIllustrator™, an innovative analytics and comparison platform developed by two financial advisors within the Concorde system. The new tool is now available to all Concorde-affiliated advisors to support deeper......
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