![]() Advyzon launches a new TAMP offering for the adviser users of its portfolio management plus CRM system.Summit Wealth Systems raises a $20 million Series A round as its founder Reed Colley, who previously founded Black Diamond, aims to build the next generation of performance reporting for clients.From there, the latest highlights also feature a number of other interesting adviser technology announcements, including: That’s expanding the opportunity set for adviser CRM. As advisory firms provide increasingly broad and holistic advice to clients, it’s no longer feasible for the firm to run just from its RIA custodian or broker-dealer investment platform as the hub instead, the adviser CRM system is becoming the hub, around which the rest of the firm’s systems and processes are built. ![]() From the broader industry perspective, though, the real shift that’s underway is the transition of adviser CRM systems from their roots as the tool that captures client contact information and communication history to one that drives the advisory firm’s key workflows. Adviser adoption of CRM systems is now so high, it’s a virtual certainty that current CRM systems can only grow by capturing market share away from competitors. The April edition of the latest in financial #AdviserTech kicks off with the big news that Wealthbox has raised a new $31 million Series B round to capitalize its efforts in moving further upmarket to challenge the hold of Redtail and especially Salesforce on the largest adviser enterprises. This month’s #AdviserTech roundup looks at Wealthbox's funding round and the transition in advisory firms' use of CRM systems, Summit Wealth Systems' attempt to build the next generation of performance reporting, and Advyzon's new TAMP. The latest in financial #AdviserTech - April 2022
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