Advisor Technology

Recent

Empowering Smaller Wealth Managers – The Power Of "The Cloud"

Cloud computing has gone from sounding like an obscure term to one that any manager should know about.

Financial Seminar Service's "Edge" Reservation Platform Announces Integration with Redtail Technology CRM

FSS, a leading provider of seminar marketing services that caters to the financial industry, today announced an integration with Redtail Technology.

Advisor Technology

HSBC Breaches Banking Rule 12,200 Times: Regulators React

HSBC's repeated breaches raise concerns as regulators highlight systemic weaknesses and growing compliance costs in the banking sector.

Advisor Technology

"Cloud Computing: Revolutionizing Wealth Management with Democratizing SaaS Solutions"

Discover how cloud-hosted Software-as-a-Service (SaaS) is transforming wealth management. In an exclusive interview with Vikas Srivastava, Chief Revenue Officer at Integral, we explore how SaaS democratizes the financial industry. By offering cost-effective, high-quality technology, even smaller institutions gain access to tools once reserved for Wall Street giants, enhancing agility, efficiency, and competitiveness. Explore the future of wealth management in the cloud.

Advisor Technology

"The Rising Wave of Wealth Tech: Four Factors Fueling Family Office Growth"

Wealth tech, a burgeoning $5 billion industry, is poised for remarkable expansion, set to triple or quadruple in size by 2030. In the realm of family offices, this growth seems exponential. From digital transformation and customized solutions to increased regulation and data analytics, discover the four key drivers propelling the wealth tech revolution, reshaping the future of wealth management.

Advisor Technology

Enhanced Advisor Efficiency: Financial Seminar Services Integrates 'Edge' Platform with Redtail Technology CRM"

Financial Seminar Services (FSS) announces a strategic integration with Redtail Technology's CRM solution, streamlining seminar reservation management for financial advisors. FSS, known for its niche in seminar marketing solutions, aims to enhance advisor efficiency by synchronizing seminar data directly with Redtail CRM. This collaboration empowers advisors to optimize client experiences while saving time in seminar organization and task management.

Advisor Technology

"Advisor Brand Builder: Your Brand, Your Story, Your Success."

Unleash the power of your financial advisory firm's brand with Advisor Brand Builder. Craft a unique narrative and dynamic visual identity that resonates with clients in less than 48 hours. Redefine your success and stand out in the fintech world. Your brand, your story, your success—start building it today with ABB!

Recent

Empowering Smaller Wealth Managers – The Power Of "The Cloud"

Financial Seminar Service's "Edge" Reservation Platform Announces Integration with Redtail Technology CRM

HSBC Breaches Banking Rule 12,200 Times: Regulators React

"Cloud Computing: Revolutionizing Wealth Management with Democratizing SaaS Solutions"

"The Rising Wave of Wealth Tech: Four Factors Fueling Family Office Growth"

Enhanced Advisor Efficiency: Financial Seminar Services Integrates 'Edge' Platform with Redtail Technology CRM"

"Advisor Brand Builder: Your Brand, Your Story, Your Success."

Popular

How Long Will Amazon Let The Wealth Management Business Survive?

From Brexit To Bitcoin, How Cambridge Analytica Did It (And How Advisors Can Too)

Elon Musk's $3 Billion Meltdown Is Everything Wrong With The Market Today