Wealth management firms increasingly are adopting CRM software, spending more on it and using it for much more than just tracking business contacts, says a new report by Aite Group that also identifies the best-in-breed software for different-sized firms.

About 61% of the independent advisors that Aite Group surveyed use CRM software, relying on it for triggering reminders of all sorts of tasks, particularly during the intake of new clients. It’s becoming a crucial component of an advisor’s software package.

Read the full article here: http://blogs.forbes.com/riabiz/2011/04/27/aite-group-report-crm-software-industry-wins-ria-respect-and-dollars/

Go ahead & share!
Back to Press Room