According to president Jeremy Condie, E*Assist is “the most comprehensive advisor operating solution for the wealth management market available today.” Condie said they are not a small firm that “built some proprie[...]
Tags: CRM, E*Assist, Jeremy Condie, Mike Brodsky, Technology and Platforms, Ted Tsung, Wealth Management
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In this article, Wershing describes some of the types of applications advisors find useful, and some considerations in evaluating whether you may want to include them in your practice. [...]
Tags: analyzing, client relationship management, communication, CRM, document management, integration, portfolio management, recordkeeping
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Technology is a great enabler. Successful advisors must leverage the power of automation to be competitive and profitable.[...]
Tags: Business Operations, CRM, process, Technology and Platforms, time management
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