Advisor Applications
FindTheBest Looks Like A Winner
If you want to compare things like ski resorts based on length of run, or prices, it’s for you. Or look at nutritional supplements based on actual government data on what’s useful and what’s not. Here's a new app.
TD Ameritrade Institutional Data Integrated Into AdvisorVault For Secure Viewing By Advisor Clients
Advisor Products completed the first phase of its integration with TD Ameritrade Insitutional, enabling clients of advisors to securely view account balances, holdings, and transactions from their advisor’s website.
Securian Retirement Adds Web-Based Tools For Advisors
Securian Retirement’s new online Compensation Calculator shows how new sales combined with asset growth build compensation over time. Advisors enter expected cash flow and asset transfers and then choose from the many compensation schedules available.
Schwab PortfolioCenter Users Get A New App To Automate Checking Errors In Their Performance Reports
ReportCheck For Schwab PortfolioCenter is targeted to the 3,400 firms using this performance reporting system and is made by Norwood Consulting LLC.
Brian Stimpfl, Former Managing Director At TD, Joins Tech Consulting Firm ActiFi
Brian Stimpfl, who left his position at TD Ameritrade Institutional abou six months ago, has accepted as job with ActiFi, a tech consulting firm, to help its global growth initiatives and expansion of enterprise licensing program.
