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AssetBook and Wealthbox Team Up to Enhance Advisor Experience

AssetBook, a SaaS-based portfolio monitoring and reporting platform has announced that they have completed integrations with Wealthbox CRM, a modern client relationship management tool,...

Smartria® & Kitces.Com Partner To Offer IAR Continuing Education

Smartria, a cloud-based software solution for compliance management for investment advisors, has announced a partnership with Kitces.com to provide online education content for continuing...

Practifi Launches New Business Development App for Wealth Management Industry

Performance optimization platform purpose-built for the wealth management industry, Practifi, has announced the rollout of a new business development application (BD app) for managing...

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AssetBook and Wealthbox Team Up to Enhance Advisor Experience

AssetBook, a SaaS-based portfolio monitoring and reporting platform has...

Smartria® & Kitces.Com Partner To Offer IAR Continuing Education

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Practifi Launches New Business Development App for Wealth Management Industry

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Practifi Bolsters Go-To-Market Strategy and Prepares for Growth

Practifi, a performance optimization platform for the wealth management...

Andes Wealth Tech Selected by Independent RIA Waterway

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