The latest in financial #AdvisorTech — June 2023
The June 2023 issue of the latest in financial #AdvisorTech includes Riskalyze's rebranding and InvestCloud's executive exodus.
Source: investmentnews.com
Redtail Imaging News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Redtail Imaging Today - Breaking & Trending Today
CRM firm Redtail Technology changes subscription model
Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.
Source: financial-planning.com
WealthStack Roundup: Carefull Partners With Cetera
Advisors at Cetera can access Carefull, Wealthbox CRM is integrated with Catchlight prospect analysis, Redtail upgrades Imaging and TIFIN rolls out AMP.
Source: wealthmanagement.com