financial advisors

With this latest funding, FINNY will continue innovating its end-to-end prospecting workflow and deliver deeper automation across email, LinkedIn, voicemail, and other engagement channels.

With the launch of the new CRM Integration and AUM Pipeline Dashboard, Snappy Kraken gives advisors a modern growth stack that connects marketing, CRM and analytics in one synchronised system.

Snappy Kraken, a marketing technology provider for financial advisors, has acquired industry website builder Advisor Websites, creating a holistic solution for websites, branding, and digital marketing. Advisor Websites’ technology, including its calendar scheduling tool, website design manager, and compliance workflows, complement Snappy Kraken’s prospecting and client-relationship-building platform offerings. “Advisors know that having a website is […]

Altruist, providers of a custodial solution for financial advisors, has integrated with Wealthbox CRM. Through the integration, advisors can combine their customer data in Wealthbox with the custodial data available on the Altruist platform, add new clients with a single click, and open accounts on Altruist in less than 30 seconds. “Partnering with Wealthbox is […]