GBST expands adviser solutions through acquisition

Advice Intelligence brings an independent customer relationship management (CRM) solution, client engagement, goals-based advice, mobile, workflows and apps together in a single digital platform. According to the firm, this "enhances the financial adviser and client experience in real time". This acquisition follows GBST's recently acquired Salesforce adviser solution GBST WealthConnect and should accelerate the company's ability to offer both digital and hybrid advice to the global wealth market. The purchase is part of the wealthtech's aim to expand its adviser technology with a ...