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    The Best in #FinTech [ebook]

    Our new ebook is out!

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    Topics: advisor websites, driving website traffic, ebook, Freebies, integration, Integration, lead generation

    (Integration) Advisor Websites and Salesforce

    What is Salesforce? Salesforce is the enterprise cloud computing leader. Their social and mobile cloud technologies - including their flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.

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    Topics: CRM, integration, Integration, Salesforce

    (Integration) Advisor Websites and ShareFile

    What is ShareFile? Citrix ShareFile provides a software solution that allows businesses to exchange confidential documents with clients and partners in a secure online setting.

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    Topics: integration, Integration, sharefile, tech tool

    (Integration) Advisor Websites and Riskalyze

    What is Riskalyze? Built on the academic framework that won the Nobel Prize for Economics in 2002, Riskalyze is math-driven technology for capturing a quantitative measurement of a client's tolerance for risk.

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    Topics: advisor websites, financial advisors, integration, Integration, Riskalyze, technology

    (Integration) Advisor Websites and Redtail CRM

    What is Redtail?

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    Topics: CRM, financial advisors, insurance agents, integration, Integration, technology

    (Integration) Advisor Websites and Hootsuite

    What is Hootsuite? Hootsuite is a dashboard that allows you to manage all of your social media needs in one place. You can view multiple social media networks like Twitter, Facebook, and LinkedIn; keep tabs on your social presence by monitoring activity such as ‘likes’ and ...

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    Topics: advisor websites, financial advisors, hootsuite, insurance brokers, integration, Integration