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Showing 1 - 10 of 96 results for "CRM"

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management (CRM) and compliance system, built on Salesforce. The investment platform offers both back-office administration and front-end digital ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... administrator to support the best way forward for the Creativemass business and remain on track with our plans to deliver a new CRM platform to the network," an AMP spokesperson said. Creativemass was founded in 2017 by Michael Rouse. In mid-2020, US ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... clients, and Asendium delivers in both those areas," Wootton said. Building its tech stack, FYG recently launched WealthEye CRM, a customer relationship management solution built on the Dynamics 365 platform, helping financial advisers streamline the ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

Capital Group kicks off succession plan

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
The global active investment manager has overhauled its executive team and appointed new leaders to roles that will assume the management responsibilities of chairman and chief executive. Investment veterans, chief executive Tim Armour and vice-chair ...

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
... short and are unable to pour resources into training an incoming client services officer on their preferred platform or chosen CRM to manage their client's profiles." It added that lines can often blur when it comes to support roles, with many serving ...

Practifi launches deal management app

ANDREW MCKEAN  |  TUESDAY, 16 AUG 2022
Practifi has rolled out a business development app for the wealth industry that manages multiple growth activities while tracking pipeline performance. The app seeks to satisfy industry demand for comprehensive lifecycle management that tracks and manages ...

Practifi expands its Australian footprint

CHLOE WALKER  |  FRIDAY, 29 APR 2022
... is a technology-enabled industry so this must change for the industry to thrive here. "Practifi is not simply an advice or CRM platform; we are an end-to-end business performance optimisation tool." Johnstone said that while the advice industry in Australia ...

Mainstream expands private equity offering

ELIZA BAVIN  |  WEDNESDAY, 9 SEP 2020
... US private equity solution to Asia-Pacific, to allow general partners to benefit from one complete system for accounting, CRM, investment and a configurable limited partner (LP) investor portal. The group signed Korea Development Bank Asia (KDBA) as ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... designed to help clients achieve their financial goals." Roar Software previously traded as YTML Consulting, and features CRM, file notes and document generation with a subscription-based fee model.
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