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  1. Articles

    Comparing CRM systems: Breaking down the details

    Every year, software providers shake up the adviser market by offering a new platform or new tool for their clients. Salesforce recently sent a shockwave with its announcement of a wealth management-driven CRM, shedding itself of its overlay-only tool for advisers. Other platforms, such as Redtail

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    Why goals-based wealth management has yet to reach its full potential

    Current adviser technology needs to be pushed to its limits to help goals-based planning take off

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    Is there anything left to automate?

    Advisory firms use technology for just about everything, and whether or not to automate what's left could generate debate.

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    Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds

    Skeptics say the automated investment services that choose to exclusively target retail investors are finding some success, for now, but won't for too much longer.

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    Financial data wars heat up as Envestnet sets lofty goals for Yodlee post-acquisition

    The firm explains its aggressive M&A strategy and shares its objectives for its newest subsidiary.

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    Collaboration can result in great accomplishments in adviser technology

    Refreshing reminder on the industry's collaborative power at the Fuse conference

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    Financial Engines to offer more access to human advisers

    The 'original robo' bends to customer pressure to offer a hybrid advice product.

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    Stubborn software vendors buck integration trend, for now

    Some technology providers see potential integration partners as competition, while others respond to adviser demands by partnering with rivals.

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    How independent broker-dealers are utilizing technology today

    The InvestmentNews Independent Broker-Dealer Technology Survey was conducted in August. 42 IBDs participated. Below is a snapshot of the technological spending and usage in the IBD channel. Visit for complete profiles and financials of individual firms.

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    New financial planning software tries to win market share in a crowded field

    Newly launched service provider RightCapital thinks it has created a better mousetrap and is undaunted by the hypercompetitive market.

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    Envestnet completes first stage of Finance Logix integration

    The recently acquired financial planning software is being incorporated into the advisory technology firm's platform.

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    So advisers have access to more data – now what?

    How to apply personal financial information technology, including client account aggregation, to your practice in real time.

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    Now is the time to evolve your firm's technology

    To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.

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    Fidelity's Durbin to eMoney clients: Nothing is changing

    Advisers find eMoney CEO's resignation concerning and wonder what's next for the financial planning tool.

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    How to talk to your clients about a tech crisis at your firm

    Handled incorrectly, a technology failure can undo the brand goodwill RIAs spend years cultivating.