NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms

NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
JAN 26, 2024

InvestmentNews’ first 5-Star Financial Planning Softwares and 5-Star CRM Platforms will recognize the industry’s best softwares and platforms.

Complete the survey here.

As an added incentive, you have a chance to win one of five $50 Amazon gift cards.

The survey closes on Friday, February 9.

Winners will be announced on the InvestmentNews website in May.

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Former Wells Fargo exec Brendan Krebs emerges at PNC

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Trio of advisors switch for 'Happier' times at LPL Financial

Former Northwestern Mutual advisors join firm for independence.

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Indie $8B RIA adds further leadership talent amid growth drive

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