Advisor Applications

Advisors Can Share Any Document Securely With Clients With AdvisorVault Desktop Connector

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Financial advisors can now drag and drop any file on their desktop to a client’s vault. 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. Sharing documents securely with clients has never been so easy. The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as part of their routine workflow, says an Advisor Products press release.

Kwanti Says Hundreds Of Advisors Are Using Its Web-Based Portfolio Risk Analytics Tool, Highlighting How Advisor Technology Has Changed

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Demonstrating how easy it is now for tiny companies to create software applications to investment advisors, Kwanti, a small firm in Mountainview, California, says hundreds of advisors are using its Portfolio Lab app for risk analytics.

Tamarac Announces Initial Integration Partners For Its Cloud-Based RIA Platform

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Tamarac Inc., a provider of integrated portfolio and customer relationship management software for financial advisors yesterday announced its first integration partners for its cloud-based RIA platform. Laserfiche from Cities Digital, Worldox from Trumpet, and NetDocuments are being integrated for document management, while Laser App was selected for online form submissions, MoneyGuide Pro for financial planning, and ByAllAccounts for account aggregation, says a company press release. Tamarac's Advisor Xi platform combines a version of Microsoft Dynamics CRM that's cust

Schwab Adds New CRM To Its Integration Initiative

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Schwab says it is adding Salentica, a Microsoft Dynamics CRM customized to advisors, to its Schwab OpenView Gateway. The integration will benefit those advisors who purchase Salentica Advisor Desk for use in the advisor’s office or on a hosted platform. Salentica will also begin developing an integration plug-in for firms that have purchased Microsoft Dynamics CRM 2011 directly from Microsoft, again as either a desktop or hosted solution, Schwab says in a press release. "What’s really exciting about this relationship with Salentica is that it will all

MoneyGuide Pro Asks Court To Let It Intervene In Financeware Patent Lawsuit

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PIEtech, which makes MoneyGuide Pro financial planning software, is asking a U.S. District Court judge to allow it to intervene in the lawsuit rival Financeware filed against MoneyGuide Pro client UBS.