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Articles tagged "AdvisorCRM"

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Ryan Borer and Leibel Sternbach: The CRM space is commoditized, which is why we're giving it away for free.

RIA CRM startup arrives -- it's free, AI-powered and unfettered by dubious features -- but 15 years after the Schwab 'Project C' goldrush can it make inroads against market giants Redtail, Wealthbox and Salesforce?

AdvisorCRM is serving six RIAs and brings the old Junxure promise of design-by-RIA to market; and, for now, no VCs are calling the shots.

February 4, 2025 at 3:03 AM

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February 4, 2025 at 3:03 AM

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