> 6 Wealth Management Software Tools for Scaling Your Business
6 Wealth Management Software Tools for Scaling Your Business
Looking to dip your toes in the wide world of FinTech, but aren’t sure exactly where to begin, or which software you should be utilizing? We’ve put together a list of the top, most-used wealth management software tools for advisors, and what they do to start you off on the right foot.
Wealthbox: A web-and-mobile CRM application for financial professionals.
eMoney: A comprehensive financial planning software application that offers clients both goals-based and cash-flow-based analyses and projections.
Orion: A portfolio management software built by advisors for advisors.
Salesforce: A cloud-based CRM system that also sells applications focused on marketing automation, analytics, and application development.
Redtail Technology: Web-based CRM designed specifically for financial professions with easy integration capabilities.
Whether you are actively utilizing one of these wealth management softwares, have a few tucked away in your back pocket, or use every single one day in and day out, it’s important to ask yourself if you’re utilizing their capabilities in the most efficient way possible.
While we have this scatterplot of technology at our fingertips, there’s a better way we can use those technologies to serve our clients, handle processes, and regain control of our time. And that begins with integrating them together into one central hub for easy access, quick response time, and even automation capabilities.
Benjamin, the industry’s first and only AI assistant is helping advisors streamline processes by seamlessly integrating it’s automation capabilities with your existing custodians and technologies. Interested in learning about the central hub changing the game for advisors? You can learn more here.