Ember unifies onboarding, data collection, and ongoing client communication into a single app for seamless, branded digital experienceNashville, TN, June 23, 2026 (GLOBE NEWSWIRE) -- Advisor CRM, an ...

Jump reports that AI assistants are empowering financial advisors to take summer vacations with more freedom, enhancing efficiency and communication while they’re away.

Advisor360°™, the Autonomous Financial Platform™ built around the complete advisor workday, today announced the launch of Meeting Prep, an AI agent that delivers zero-click meeting preparation.

GReminders launches AI Forms, an AI tool that auto-extracts data from intake docs & meeting transcripts to update Redtail, Wealthbox & Salesforce CRM.

Good morning and welcome to your Morning Briefing for Monday 6 July 2026. To get this in your inbox every morning click here.

Investsuite's Storyteller Suite delivers quarterly results as a PDF, video or podcast — with a hero, a villain, and a ...

Fuentes Zapata LLC launches CRM For Kids, a software game that introduces children ages 6 and older to CRM and business ...

Exclusive demonstrations will provide a limited number of financial advisors with first access to Stirling One, Stirlingshire's AI-native Wealth Management Operating Platform, ahead of its public ...

Discover how portfolio management software helps financial advisors automate reporting, rebalancing, compliance, and client ...

AI notetaking tools may boost efficiency, but without integration into firm workflows, they create fragmentation and ...

CentSight launches platform for business owners; RightCapital releases Agent Iris; and Advisor CRM Debuts Ember for Client ...

AI-powered finance tools are helping firms boost revenue. Four CFOs reveal the investments their companies have made to modernise the finance function.