Customer data integration (CDI) unifies data from multiple sources, creating a complete and accurate view of customers. It’s how your favorite online store knows exactly what you’re looking for—even ...

The MarketWatch News Department was not involved in the creation of this content. ARDEN HILLS, Minn. and PROVIDENCE, R.I., Jan. 6, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM platform for ...

ARDEN HILLS, Minn. and PROVIDENCE, R.I., Jan. 6, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM platform for financial advisors, today announced that Gradient Financial Group, a financial ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

We take an open-architecture approach to technology so our advisors have the flexibility to choose the tools that best work for them and fit their practice. In addition to making recommendations and ...

Claude has expanded Claude for Financial Services with an Excel add-in, additional connectors to real-time market data and portfolio analytics, and pre-built Agent Skills. Generally, people are using ...

MARSHALLTOWN, Iowa--(BUSINESS WIRE)--The Integration Group (TIG), a portfolio company of Maxwell Street Capital Partners (Maxwell Street), has acquired Matrix Management (Matrix), a Chicago-based ...

PROVIDENCE, R.I., Oct. 30, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot ...

Advisor360°, a provider of integrated wealth management technology, has expanded Parrot AI with enhanced data and intelligence that empowers financial advisors at every stage of the client ...

PROVIDENCE, R.I., Oct. 1, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an ...