Redtail CRM ranked as the most popular choice, used by approximately 43% of financial planning firms, according to the 2026 T3/Inside Information Software Survey. For
Most CRM alert systems in investment management tell a relationship manager when something has already gone wrong: a contact frequency threshold has been exceeded, a
The AI conversation in investment management technology has moved fast in 2026. What was speculative 18 months ago, AI that operates within a CRM rather
Every CRM capability in investment management, the pipeline reporting, the retention monitoring, the AI-generated relationship briefs, the compliance audit trail, the portal engagement analytics, depends
Something structural has changed in how investment management firms think about the investor relationship. For most of the industry’s history, investors evaluated managers primarily on
The secondaries market has grown from a niche liquidity mechanism into one of the most dynamic segments of the private capital ecosystem. Secondary transaction volume
Practifi has built a strong reputation as an enterprise-grade CRM for wealth management firms. It describes itself as the leading CRM purpose-built for the industry
When Satuit Technologies released SatuitCRM v18.4 and introduced Satuit Agent, the announcement described it as an AI assistant inside the CRM. That phrase carries more
Client reporting in investment management is one of the highest-effort, most error-prone processes that operations and IR teams manage. Producing quarterly statements, investor letters, and
Multi-fund investment management firms operate with a complexity that single-strategy managers do not face. The same institutional LP may be invested in three different fund