Slant, the financial advice industry's AI-native client relationship management (CRM) platform, today announced the launch of Intake Forms — branded, AI-built forms for collecting client and prospect ...

Slant, providers of a CRM platform for financial advisors, today launched Intake Forms, a set of branded, artificial intelligence-built forms for collecting client and prospect information. Rather ...

LOS ANGELES, July 07, 2026--(BUSINESS WIRE)--GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced the release of GReminders Forms, an ...

In other advisor tech news, BetaNXT partners with CAIS, GReminders launches forms extraction tool, RISR lands $16 billion wealth firm.

Summer meetings might pose a scheduling challenge, but financial advisors could help clients avoid costly mistakes by guiding ...

Check your financial advisor's disclosures for updates annually or during a significant change in your financial situation.

Brex reports that managing accounts payable in professional services requires precise project coding, approval workflows, and ...

DWD Technology Group, a leading provider of ERP, accounting, nonprofit, and technology consulting solutions, is proud to ...

The main difference between a fee-only advisor and a fee-based advisor is how they get compensation for their services. A fee-only advisor only gets paid by clients through fees. Whereas a fee-based ...

Coforge said the 414 bps YoY expansion in EBIT margin and 285 bps YoY expansion in Ebitda margin in Q1 reflected the impact of AI infusion at scale in client delivery and internal operations.

Intapp, Inc. (NASDAQ:INTA) Q3 2025 Earnings Call Transcript May 6, 2025 Intapp, Inc. beats earnings expectations. Reported EPS is $0.26, expectations were $0.22. Operator: Hello, everyone, and welcome ...

An investor reviews Form ADV disclosures while comparing advisory firms, paying close attention to fees, services, conflicts ...