Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.

For wealth management firms, finding and converting the best potential clients is essential for organic growth.

Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform ...

Meanwhile, Practifi a strategic expansion of AI capabilities within its CRM platform, aiming to enhance automation and data analysis for wealth management firms. The company says its AI-powered ...

DALLAS, March 04, 2025--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM ...

Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management ...

CHICAGO, March 05, 2025--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI ...