Advisor Applications
A New Salesforce Integrator Targeting Advisors Springs Up From Nowhere
Technology is changing so fast in the independent financial advisor business that PC World is writing about a CRM system for advisors that’s integrated with Salesforce and Albridge and I’ve never heard of it before.
PortfolioCenter And Advent Reporting Integration With AdvisorVault Is Improved
AdvisorVault Desktop Connector makes it much easier for RIAs to post documents to client vaults and streamlines batch uploading of performance reports from Schwab PortfolioCenter or Advent Axys.
With AdvisorVault Desktop Connector, sharing documents securely with clients is easy. There’s no need to open a browser, log in to a vault application, browse to a client’s vault, and browse to the file you want to upload. The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as p
For BDs, Compliance Is Only A Start In Advisor Use Of Social Media
Erado, makers of social media compliance platform for independent BDs and investment advisors, announced it has been tapped by Investacorp, Inc., an independent broker-dealer subsidiary of Ladenburg Thalmann Financial Services Inc.
Erado looks like it’s a fine compliance app and I hope to get to work with Erado, but compliance apps do not get an advisor to change his behavior and suddenly become active on social media.
Working with an app that ensures compliance when an advisor uses social media is totally different from getting an advisor to create his o
Morgan Stanley's Technology Glitch Highlights The Split Within The Firm's Two Cultures
Reports of a less-than-perfect rollout of an integrated advisor platform at Morgan Stanley Smith Barney are an easy opportunity to mock a giant in the industry, but they also reveal a basic truth about the firm.
Retirement Planning App Is Launched By An Entrepreneurial Financial Advisor With Programming Skills
Financial advisor Doug Carey, who has a background in softwware devleopment, could not find a simple financial planning application to suit his needs, so he hired some programmers and at long last yesterday launched WealthTrace, a retirement planning app.
More Articles ...
- Advisors Can Share Any Document Securely With Clients With AdvisorVault Desktop Connector
- Kwanti Says Hundreds Of Advisors Are Using Its Web-Based Portfolio Risk Analytics Tool, Highlighting How Advisor Technology Has Changed
- Tamarac Announces Initial Integration Partners For Its Cloud-Based RIA Platform
- Schwab Adds New CRM To Its Integration Initiative
