Fidelity Study shows that Tech-Savvy Advisors (eAdvisors) are More Successful
Submitted by Technology Tools for Today on October 29th, 2015
Just released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as many online capabilities as their peers, were outpacing them on many fronts, underscoring the importance for advisors to either embrace technology or risk being left behind.
In this Fidelity eAdvisor infographic you will quickly see how some advisors leverage technology to help spur outsized productivity and growth.
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Vendor Affinity Program
Bill Good
monthly compliance checklists
tax-aware trading program
Advisor View
Laserfiche Document Management
estate management
Sharing
practice management solutions
Digital Advice
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
comprehensive trading solutions
Warren Mackensen
myeDocumentsuite.com
Cameron Routh
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
manage cash flows
Smarsh
quantitative risk technology
Household Balance Sheet
create and manage portfolios
web-based applications
To-Do Lists
Andrew Tognela
Marketware International
filter and cross reference data
Sophie Schmitt
acceptable and unacceptable tolerance standards
Rebalancer
Earnings Potential
Joseph Mrak
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
customer acquisition
Woodrow Levin
next-generation wealth management platform
client engagement
TradeWarrior
Ashley Globerman
Michelle Smith
FinFolio’s Portfolio Management Software
Steven D. Kelly
activity streams
eliminating selected fees
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
Daniel Inveen
Office 365
FMG Suite
ClientView Client Portal
Unify Cloud Disaster Recovery
automating portfolio management
mobile devices
T. Rowe Price
Kyle Hiatt
enrollment platform
Scottrade® Advisor Services Platform
portfolio management tools
OptionsPlay Score
Fusion Advisor Workstation
Cohesive Client Management Process
VEO
Bill Laird
Brian Stimpfl
tax-losses
Advisor View™
Lex Sokolin
ETF OneSource participants
Sherri DuMond
PreciseFP
J.P. Morgan
Robert Moore
packaged web design
Google Analytics integration
computer-based modeling system
Blu Giant, LLC
Canterbury Consulting
Technology Tools for Today 2014 Conference
Advisor® Xi
management fee
February 4, 2015
Smarsh My Site
Quantitative Risk Tolerance
Dominey Stewart
Jim McKelvey
SaaS
Paul West
household-‐level rebalancing
credit card processing
web-based client management software
NestEgg Wealth
Charles Sizemore
Martin L. Flanagan
sophisticated computer algorithms
rebalancing
EarningsQ
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Innovation Centers
Wordpress platform
reporting solutions
NFP
client feedback
Trading Processes
ASI
Microsoft
FinFolio’s WorkStation
Stifel
Activity tracking and corporate memory
Eliza De Pardo
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Office of the Future
Folio Institutional
ClientWorks
Unify Software
automation software tool
mobile forms-filling
Advisor Con
Ladenburg Thalmann Financial Services Inc.
Enterprise Content Management Software
seamless advisor integration
portfolio mappings services
InvestmentNews
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Collaboration Cloud (Chatter)
Veo Open Access
Morningstar Advisor
Broker Dealers
Advisor Websites
LiquidHub
Sheryl Garrett
predictive analytical tools
digital financial solutions
Jackson
Panoramix
Google Play
Concenter Services
Wealth Access Estate Platform 3.0
Narrator Clients™
CapGainsValet
tenth annual T3 Technology Conference
Advisor® Xi suite
Fee Calculation Details
Smarsh Sites
Quantum
Donald Capone
Jim Patrick
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
web-based CRM
Redtail Technology CRM
NetExchange Client
check scanning
Todd R. Crockett
Ann Haas
Mary Ellen Whiteman
FinaMetrica Plus
Spark
Account Alerts
rebalancing capability
easily view user activity
Josh Brown
San Diego
Personal Finance Management Application
Inside Information
Customer Success Platform
workflow solutions
ReportQ
NFP Advisor Services Group
Client Management System
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
FINRA and SEC technology guidelines
Strategic Advisor
Adhesion
Kanchana Chalia
Ellen Smith
Schwab Intelligent Portfolios™
Interview
Darren Tedesco
FolioDynamics
ClientWorks platform
Unify’s Cloud VPN
Autopilot
Mobile Optimization
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
enterprise-grade data management platform
seamless forms-filling capabilities
Portfolio Pathway
David Canter
Investor-Advisor Collaboration
Commonwealth Financial Network
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
brokerage and custody services
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
ETF’s
PRNewswire
Digital Fortress
Jackson app
robo advisors
Panoramix™
Gradient Investments
Concierge Service
conflict-free custody solution
BlueSky
Narrator™ application builder
Career Activity Management System
The Efficient Practice
Mara Laisson
fee elimination
Smart Form Tool
Questar Capital℠
Doug Harbrecht
Joe Duran
Safe by Estate Assist
HTML5 version
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
Chicago
Tom Doherty
Ann Marie Stieler
Mary Ferguson
Account Details
EBITDA growth rate
Juan Williams
San Diego, CA
personal financial management
Insights on Advice
Customizable Quarterly Investment Review Presentations
Worldox
required trading and rebalancing
Nobel Foundation
asset gathering
Microsoft Dynamics CRM
FinTech 100
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
Schwab Intelligent Technologies
Intraday Integration
Darrin Courtney
RightSize Solutions
Online Account Management
Cloud applications
United Capital
Back Office Solutions
Mobile Productivity
T3 Advisor Tech Conference
Las Vegas
Search Engine Optimization
portfolio risk
David Fetter
Investor360°
order processing
Garrett Planning Network
Commonwealth’s Practice360º
Veo®
Morningstar for Advisors App
browser in the cloud
Advisor Xi
Loring Ward
Everplans
ProcessEZ
Digital Fortress Suite
Jackson National Life Insurance Company®
Robo-Advisers
Paperclip
Great Kight
paperless client onboarding process
Connections Console
wealth management technology
Nathan Lucius
Carson Wealth Management Group
The E‐Valuator
Advizr and Orion integration
Maree Moscati
Smart Office
Quik! Form
Doug McPhail
Joe Ruzycki
Sagacious, Inc.
pensions
Human Finance Project
CRM systems
web-based software portal
RegEd
NetExchange View
Chris Casdia
Tom Embrogno
Anna Curry
Matched Portfolio
Financelogix
sqope
account management software
rebalancing solution
Ebix
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
customizable questionnaires
WorthFM
RESTful
Client Marketing Systems, Inc.
Trizic
AssetBook
Mike Capelle
Firm Alerts and Announcements
Streetscape
advanced wealth planning solutions
Kelly Caffrey
portfolio applications
intraday quotes
Rio Hotel & Casino
online account opening
Forbes
Cloud Desktop solution
United Capital Financial Advisors
back-office solutions
Mobile Scribe Service
Advisor FinTech Hackathon
search engine optimization tagging
Portfolio Snapshot
David Lyon
iPad app
risk tolerance assessment tools
Gemcom
Community Blog
verification
Bill Wostoupal
Built In Token 2-Factor Authentication
TD Ameritrade Institutional Veo®
eVestment
SIFMA/FINRA Cybersecurity Conference
Productivity
digital marketing hub
Jackson.com
Robo-advisor
Robo-Shield™
paperless enrolment
Greg Vigrass
content aggregation
Wealthbase
National Financial Partners Corp.
cash posting
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
Fetter Logic
Smarter Prospecting
Quik! Forms
Downloadable Portfolio Review Reports
John Hancock
Performance
CRM technology
Wednesday July 22, 2015
registered investment advisors
Chris Casey
Annuities + Insurance
Matt Abar
Financial Account Data Technology Platform
sqopeTM Score
account opening
rebalancing workflows
Ebix Smart Office
Jud Mackrill
Scalable workflow tools
personal financial management platform
instantaneous stress testing
customized analysis
X-Ray Reports
Retirement Hub app
normalization
Client Meeting Support for Advisors
Trust Company of Sterne Agee
Mike Ethridge
First Rate
advanced workflow tools
eMoney Select system
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
data aggregation functionality
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
cloud-based archiving solutions
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
BranchNet
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
Envestnet Advisor Summit
Securities America
PortfolioCenter
David, Stalnaker
IPS AdvisorPro
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
company performance analysis
Vestmark
Business Analytics
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
eVestment Quantum Analytics
Signix
Proposal Generation Capabilities
Digital Marketing Platform
Jackson®
robust backup features
paperless onboarding
Gregg Klein
Wealthbox CRM
Bob Stiess
Nationwide
CEB TowerGroup
The Markets
Aggregation
Mario Canas
Fetterlogic
SmartOffice
downside volatility
John Mackowiak
Performance Center
IBackup®
CRM User Adoption
Wells Fargo Advisors
registration checker tool
Chris Momsen
Tom Kimberly
App expansion
Matt Crisp
SS&C Technologies
Account opening and commissions
Redhawk
Echosign
Julie Littlechild
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
Cutting Edge Auditing
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
AssetMark Advisor iPad
Fisher Investments
Sugar Ray Leonard
Kevin Cimring
eMoney’s emX Select platform
portfolio construction capabilities
Invesco
data aggregation solutions
Risk Alignment Platform
online advisor-client collaboration
forms library
cloud-based billing software
Upside
Balances
Modern Portfolio Theory
brand-centric theme customization
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
securities and insurance industries
PortfolioCenter®
Daxs Stadjuhar
IPSAdvisorPro
Risk-Balanced Portfolios
Gemini Fund Services
compete against other digital advisors
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
business and technology management
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
eVestment Spectrum Analytics
Silanis
Proposal Tool for Chapwood Investments
Digital Practice Management
James Carney
robust technology capabilities
paperless processing systems
Copytalk+
Wealthcare Capital Management
Bob Veres
Natural Language Processing
Celent
the Practice
AICPA
Mark Balasa
SMAs
Radar
Dr. David Lawrence
John McArthur
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
regulatory compliance
Chris Wacker
Matt Nelson
Financial Feed
SS&C Technologies Holdings
account rebalancing software
Juney Ham
SCANalytics
Peter Intraligi
inStream Solutions
Cybersecurity
XLR8
Northern Lights Distributors
Client Relationship Management (CRM)
TRX Edge
Atlanta
Mike Phillips
fixed index annuities
SugarCRM
Kevin Crowe
eMoney’s wealth management platform
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Risk Analysis
online client engagement
Fox Financial Planning
cloud-based billing tool
Upside Advisor
Barrett Ayers
Modestpark
BrandYourself.com
Advisor Office
Envestnet | Tamarac's Advisor Xi
Security
position data
Dean Cook
iReach
Gemini Hedge Fund Services
compliance and security
Morningstar®
business development metrics
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
eVestment Spotlight Analytics
ProTracker
direct online insurance offerings
James Poer
ProTracker Advantage
disparate and divergent solutions
Jason Roberts
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
Copytalk+ Smartphone App
WealthCentral
Bobby Yazdani
Naureen Hassan
Center For Wealth Planning
The Retirement Hub
Mark Casady
Fidelity Center for Applied Technology
Social Analytics
Raj Udeshi
Dr. Noah Smith
John Ndege
Sales Cloud
performance expectations
IEC
Cross-business Tracking Routing & Control
Weston
regulatory compliance services and technology
NetXInvestor
CIO Review
Tom Schildhauer
AppHub
Matt O’Brien
Financial Personalities
SS&C Technologies Holdings, Inc.
account servicing
Ed Butowsky
Insurance and Securities verticals
Cybersecurity and Compliance
Retirement Plan Network
NorthStar
client relationship solution
turnkey data science solutions
Attribution Analysis
Mike Walsh
flexibility to scale
Suhail Ali
Advent Custodial Data
Kevin Knull
emX
Schwab OpenView Mobile
Portfolio Crash Test solution
data analysis
investment advice
risk engineering
online practice management platform
Fox Financial Planning Network
cloud-based CRM platform
Uri Pomerantz
basic client interaction
modify portfolio exposures
Bret Baier
TA Associates
Advisor Office platform
Laser App Enterprise
Envestnet’s Advisor Suite®
Positions
iRebal
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
ComplianceQ
Vestorly solution
Morningstar® Advisor WorkstationSM
business intelligence
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
eWealthManager
Simon Sinek
single sign-on integration
ProTracker Cloud
Document Imaging
Jason Wenk
Gustav Karner
Cory Haberkorn
Bonaventure Resort and Spa
NaviPlan
centralized and tailored user experience
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
social collaboration
1-to-1 client relationships
John Norwood
Performance Measurement
Impact Communications
CSIA
Westport Resources
Rehmann
NetXInvestor®
Cities Digital
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
accounting software
Ed O’ Brien
Phil Sorgen
integrated cloud based technology
Damian Gallina
XTRAC App
RetireRisk
Client Risk Assessments
two-factor authentication
Audit Management
mitigate risk
Flexible Optimizer
Advent Direct
Kevin Kraus
EMX Platform
Schwab Performance Technologies®
Portfolio Crash Testing
data analysis solutions
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
cloud-based IT
user-friendly programing
BD Equalizer
Bret Magpiong
Tamarac Advisor® Xi
Advisor Pro platform
Envestnet’s Digital Advisor platform
service alerts
POWER
DecisionCenter
iRebal®
Riskalyze Autopilot
Gentech
compliant ready platform
Morningstar® Portfolio X-Ray®
business processing services
TD Ameritrade's VEO
LPL Focus Conference
Expanded Performance Details for Sample Portfolios
single-sign on capability
ProTracker Software
Jay Jay French
Ron Huddleston
Patrick Ambron
Hemant Moore
Cory Olson
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
Cetera
Third-Party Technology Integrations
Allen Eickelberg
Fidelity Institutional Wealth Services
2015 Peter L. Bernstein Award
RCS Capital
Dropbox
Impact Technologies Group
curation engines
Whitepaper
relationship solutions
new client electronic on-boarding
Cities Digital’s MagniMail
application program interface (API)
financial planning and client engagement solutions
AccountQ™
Ed O’Brien
integrated CRM
Damon Deru
Norwood Consulting
Client Service Monitor
Audit Technology
Mitt Romney
Kevin Miller
emX’s Vault
Schwab’s 2013 RIA Benchmarking Study
data automation
Investment Income Summary Report
risk management characteristics
Open View Gateway
Ft. Lauderdale
cloud-based IT outsourcing
Behavioral Finance
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
Service Cloud
Power of Together
Deena Katz
iShares
Orion Discover
Composite Holdings Report
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
business valuation knowledge
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
External IT Cloud Desktop
single-sign on functionality
psychometric risk tolerance test
Document Processing
Jeff Norris
Roy Burns
Patrick Dempsey
Cost Basis
NaviPlan® financial planning tool
Cetera Financial Group
Tim Ramza
Amanda Steinberg
Mark Wilson
social media integrations
2015 Veo® Integrated Awards
real time balances
Duane D’Orazio
John Schobel
Salesforce CRM
Performance Reporting Capabilities
import tool
custodial data file import process
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
CitiMortgage
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
Stark & Stark
Accounts and Fact Sheets for Investments
EDGAR filing agent
Junxure Cloud®
Schwab Advisor Services’
Integrated CRM Performance Dashboard
Dan Arnold
yHLsoft
Note Taking
client-facing analytical and proposal tool
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
SunGard’s WealthStation
Kevin Paulsen
end-of-life plan
SciQ Insights
Portfolio Management and Insurance Management modules
Data Cloud (Jigsaw)
investment management experience
risk management platform
open-architecture platform
FTJ FundChoice
cloud-based platform
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
Brett Thorne
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
Eric Jardine
services and support for RIAs
PowerAdvisor
Dennis Fox
ISO
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
composite performance reporting
Vincent Guyaux
Black Diamond®
multi-block trading
business valuations
TDA
Luis Gomez