The July Kitces Software Showcase will feature demos from 4 customer relationship management (CRM) software vendors that help advisors manage the firm’s relationships and interactions with clients and prospects: Redtail, Wealthbox, AdvisorEngine, and Advyzon.
At this Kitces Software Showcase, representatives from each CRM software company will provide a tour of their software, then answer advisor questions live! At this event, advisors will learn:
- the core functionalities of each CRM solution
- the unique and differentiating features offered by each software
- how the software integrates with other tech
- the pricing for individual advisors and firms
- and answers to whatever other questions you may have!
