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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RIA Benchmarking Study
Matt Abar
unified managed account
EarningsQ
automated portfolio management
Symantec VIP integration
Redhawk
Julie Littlechild
Customer Success Platform
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Northern Lights Compliance Services
Risk Number®
FINRA and SEC technology guidelines
VAs
Ellen Smith
Kevin Cimring
tax planning
Darren Tedesco
portfolio construction capabilities
Invesco
ClientWorks platform
online advisor-client collaboration
forms library
Robert Arnott
Modern Portfolio Theory
Walt Bettinger
enterprise-grade data management platform
Blaze Portfolio
Laser App Advisor Con 2015
Technology Integrations
David Canter
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Gemini Fund Services
Russ Thornton
brokerage and custody services
WealthTechs
Redkite
Morningstar, Inc.
ETF’s
LPL Financial Holdings
timeframes
Digital Fortress
Andrew Rudd
Social Security Optimizer
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
paperless onboarding
Gregg Klein
Salesforce Financial Services Cloud
CapGainsValet
WinOps
reporting capabilities
Nationwide
Fee Calculation Details
Mario Canas
Trade Strategy Visualization
Donald Capone
Artificial Intelligence
Steve Dunlap
ActiFi Client Engagement
John Mackowiak
Performance Center
IBackup®
Schwab IMPACT 2013
check scanning
Zywave
RIA in a Box
FinaMetrica Plus
Matt Crisp
unified wealth management technology
easily view user activity
Automated Workflow
Synapse API
advisor and client portals
Juney Ham
Customizable Quarterly Investment Review Presentations
Peter Intraligi
inStream Solutions
Northern Lights Distributors
FinTech 100
Mike Phillips
Vendor Affinity Program
Bill Good
Kevin Crowe
tax-aware trading program
Advisor View
Darrin Courtney
Portfolio Construction Tool
Investigo
Sharing
Cloud applications
online client engagement
Fox Financial Planning
Robert Eggebrecht
Modestpark
Warren Mackensen
technology solutions
David Fetter
AdvisoryWorld Financial Technology
Small Businesses
position data
iReach
Commonwealth’s Practice360º
Gemini Hedge Fund Services
Russell Leto
browser in the cloud
Web App Single Sign On
Morningstar®
Everplans
LPL Financial LLC
TJ Jones
Digital Fortress Suite
Andrew Stevens
Sonia Rosenbaum
Abby Schneiderman
ProTracker
James Poer
conflict-free custody solution
paperless processing systems
Salesforce.com
Career Activity Management System
Women Investors
Reporting Console for Each Office
Natural Language Processing
fee elimination
Mark Balasa
Doug Harbrecht
Artisan and Grendel
Steve Sanduski
ActiFi software suite
Radar
John McArthur
Performance Dashboard and Client Reporting Engine
IBDs
Schwab Independent Advisor Outlook Study
Chicago
“Robo” Challenge
RIA/Client reletionships
Matt Nelson
Unify
EBITDA growth rate
Automated workflows
Ebix
automating portfolio management
T. Rowe Price
customizable questionnaires
Insurance and Securities verticals
Scottrade® Advisor Services Platform
Client Marketing Systems, Inc.
NorthStar
Firm Alerts and Announcements
Mike Walsh
VEO
Bill Laird
Kevin Knull
tax-losses
Advisor View™
Portfolio Crash Test solution
investment advice
Sherri DuMond
Cloud Desktop solution
online practice management platform
Fox Financial Planning Network
Robert Moore
modify portfolio exposures
Laser App Enterprise
Technology Tools For Today
David Lyon
AdvisoryWorld HoldingScan Report for Households
Smarsh
Positions
iRebal
Community Blog
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
web-based applications
Morningstar® Advisor WorkstationSM
eVestment
LPL Focus 2015
To-Do Lists
digital marketing hub
Andrew Tognela
Sophie Schmitt
acceptable and unacceptable tolerance standards
ProTracker Advantage
Jason Roberts
Connections Console
Park City, Utah
Guide Financial Technologies
Salesforce1 Customer Platform
Carson Wealth Management Group
Woodrow Levin
Naureen Hassan
Mark Casady
TradeWarrior
Doug McPhail
Ashley Globerman
Steven D. Kelly
activity streams
Raj Udeshi
John Ndege
CRM systems
performance expectations
IEC
Schwab Intelligent Integration®
Chris Casdia
NetXInvestor
Financelogix
Matt O’Brien
Unify Cloud Disaster Recovery
Maureen Duff
Unify Software
Ebix Smart Office
automation software tool
Advisor Con
customized analysis
Phil Sorgen
integrated cloud based technology
seamless advisor integration
Client Meeting Support for Advisors
risk profiling questionnaire provider
First Rate
mitigate risk
Veo Open Access
eMoney Select system
Kevin Kraus
Advisor Websites
data aggregation functionality
Portfolio Crash Testing
Investment Advisors Workflow
Sheryl Garrett
cloud-based archiving solutions
Online Reporting Dashboard
Fred Tomczyk
BranchNet
Envestnet Advisor Summit
Blu Giant, LLC
Technology Tools for Today 2014 Conference
David, Stalnaker
Advisor® Xi
Smarsh My Site
POWER
iRebal®
company performance analysis
Gentech
SaaS
Business Analytics
web-based client management software
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
LPL Focus Conference
Digital Marketing Platform
sophisticated computer algorithms
ProTracker Cloud
Jason Wenk
content aggregation
Gustav Karner
cash posting
Wordpress platform
reporting solutions
NaviPlan
Fetter Logic
Mark Engelhardt
Trading Processes
Downloadable Portfolio Review Reports
ASI
Stifel
Activity tracking and corporate memory
John Norwood
CRM technology
Performance Measurement
Impact Communications
Schwab Intelligent Portfolios
Chris Casey
NetXInvestor®
Financial Account Data Technology Platform
Unify’s Cloud VPN
Echosign
Autopilot
Advisor Convention October 7-8
Cutting Edge Auditing
integrated CRM
seamless forms-filling capabilities
Norwood Consulting
Fisher Investments
Mitt Romney
Veo Open AccessSM platform
eMoney’s emX Select platform
Bill Stone
Kevin Miller
TD Ameritrade Holding Corporation
advisor workflow partnership
data aggregation solutions
Investment Income Summary Report
cloud-based billing software
Open View Gateway
Ft. Lauderdale
robo advisors
brand-centric theme customization
Wealth Access Estate Platform 3.0
Laser App’s Software as a Service (SaaS) platform
tenth annual T3 Technology Conference
Daxs Stadjuhar
Advisor® Xi suite
Smarsh Sites
Power of Together
iShares
compete against other digital advisors
Orion Discover
SaaS-based payment processing platform
business and technology management
web-based CRM
Redtail Technology CRM
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
LPL’s Resource Center
Todd R. Crockett
Digital Practice Management
Ann Haas
Spark
Account Alerts
ProTracker Software
Jay Jay French
Patrick Ambron
Hemant Moore
San Diego
CEB TowerGroup
workflow solutions
ReportQ
NaviPlan LEADS
Fetterlogic
Trading Strategy Checklist
downside volatility
asset allocation mappings service
Strategic Advisor
Adhesion
RCS Capital
CRM User Adoption
Impact Technologies Group
Schwab Intelligent Portfolios™
Chris Momsen
new client electronic on-boarding
Michael M. Carter
United Capital
Back Office Solutions
T3 Advisor Tech Conference
Junxure Cloud®
Cybersecurity
Integrated CRM Performance Dashboard
Search Engine Optimization
Client Relationship Management (CRM)
Note Taking
fixed index annuities
Mobile app
Veo®
eMoney’s wealth management platform
Kevin Paulsen
Advisor Xi
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
open-architecture platform
FTJ FundChoice
Robo-Advisers
BrandYourself.com
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
BlueSky
LaserApp
The Efficient Practice
Dean Cook
Smart Form Tool
PowerAdvisor
ISO
compliance and security
Orion Portfolio Reports
George Will
Safe by Estate Assist
business development metrics
web-based portfolio management software
Reduce computer sprawl
multi-block trading
eVestment Spotlight Analytics
Luis Gomez
Tom Doherty
direct online insurance offerings
Ann Marie Stieler
Account Details
psychometric risk tolerance test
Jeff Norris
Copytalk+
Patrick Dempsey
San Diego, CA
Celent
Worldox
required trading and rebalancing
NaviPlan® financial planning tool
Mark Wilson
Dr. David Lawrence
asset gathering
Strategic Integrated Online Account Processing
advanced data reporting
real time balances
John Schobel
Performance Reporting Capabilities
import tool
Schwab Intelligent Technologies
Chris Wacker
RightSize Solutions
New Microsoft Dynamics®
Financial Feed
Newgate Capital Management
Financial Personalities
United Capital Financial Advisors
Ed Butowsky
back-office solutions
Advisor FinTech Hackathon
Junxure Cloud® CRM
Cybersecurity and Compliance
PIEtech, Inc.,
integrated receivables management
search engine optimization tagging
client relationship solution
Nova
risk tolerance assessment tools
flexibility to scale
Mobile App 2.0
verification
emX
Bill Wostoupal
Kevin Sweet
TD Ameritrade Institutional Veo®
data analysis
Portfolio Management Consultants
SIFMA/FINRA Cybersecurity Conference
cloud-based CRM platform
FTNI
Robo-advisor
Bret Baier
wealth management technology
MoneyGuidePro®
Envestnet’s Advisor Suite®
LaserApp Anywhere
The E‐Valuator
Advizr and Orion integration
Smart Office
PowerShares
iTunes App Stores
ComplianceQ
Orion’s Client Portal
Global Financial Private Capital
Sagacious, Inc.
business intelligence
web-based software portal
RegEd
multi-user support
eWealthManager
MacroRisk Analytics
Tom Embrogno
disparate and divergent solutions
Anna Curry
sqope
account management software
Q-Suite
Copytalk+ Smartphone App
Patrick Flaherty
High-Performing Firms
scalable personal finance data platform
Center For Wealth Planning
WorthFM
RESTful
Fidelity Center for Applied Technology
Market Movement Strategies (MMS)
Trizic
Dr. Noah Smith
AssetBook
Streetscape
advanced wealth planning solutions
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
performance reporting software
Income Generator
CIO Review
Rio Hotel & Casino
Rio Hotel & Casino in Las Vegas
Next Generation Investor Portal
Michael Spellacy
up-to-date account data
Ed O’ Brien
BakerAvenue Asset Management
T3 Conference Anaheim, CA
Advisor Impact
Junxure CRM
Damian Gallina
PMC's Quantitative Portfolios
integrated technology
Securities America
Client Risk Assessments
November 2-4, 2015
Risk Tolerance Questionnaire
Flexible Optimizer
Mobile Application
Vestmark
EMX Platform
TD Ameritrade Institutional's Veo®
data analysis solutions
Advisor-Client relationships
portfolio management process
investment policy statement
Signix
cloud-based IT
OpportunityView™
full lifecycle portfolio management
Robo-Shield™
Bret Magpiong
Wealthbase
MoneyTree
Envestnet’s Digital Advisor platform
The Future of Risk is Here: Enhance Your Value or Perish
DecisionCenter
Smarter Prospecting
J. Kelley Williams, Jr.
compliant ready platform
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
Wednesday July 22, 2015
registered investment advisors
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Maggie Crowley
Document Imaging
Annuities + Insurance
sqopeTM Score
account opening
Quadron Data Solutions
Cory Haberkorn
Patrick Yip
Holdings
Scalable workflow tools
centralized and tailored user experience
X-Ray Reports
Retirement Hub app
Marketing Center platform
Trust Company of Sterne Agee
advanced workflow tools
Real-time Profile Tracking
CSIA
Perry Moore
independent portfolio rebalancing software platform
Schwab OpenView Gateway®
Cities Digital
Risk Alignment Platform
Next Generation of Integration
financial planning and client engagement solutions
Michael Stier
Upside
Ed O’Brien
Balances
T3 Enterprise Conference
Advisor iPad App
Junxure® CRM
Damon Deru
securities and insurance industries
Client Service Monitor
Oauth2 user authentication security
Risk-Balanced Portfolios
Mobile channel
Vestmark Manager Marketplace (VMM)
emX’s Vault
Kirk Hulett
TD Ameritrade Institutional’s Veo Open Access platform
data automation
AdvisorComplete platform
Portfolio Management Processes
investment research platforms
Silanis
cloud-based IT outsourcing
Optimum Market Portfolios
Fuse 2014
robust backup features
Wealthbox CRM
monitoring
Bob Stiess
Laserfiche Connector
The Markets
Deena Katz
Aggregation
SmartOffice
practice management
J. Richard Coe
Composite Holdings Report
Outlook email archiving
goalgamiPro
business valuation knowledge
Wells Fargo Advisors
registration checker tool
My Wall
MagniPost
Tom Kimberly
App expansion
SS&C Technologies
Account opening and commissions
Quadron Data Solutions™
Jenny Richards
Cory Olson
Paul Cantrell
Homrich Berg
SCANaltyics
Cetera
XCelent Award
retirement income planning tool
Fidelity Institutional Wealth Services
Marketing Cloud
Dropbox
AssetMark Advisor iPad
Sugar Ray Leonard
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
industry related forms
Cities Digital’s MagniMail
Risk Analysis
Next-Generation Advisor CRM®
Upside Advisor
EDGAR filing agent
Barrett Ayers
Advisor Office
Junxure’s cloud-based CRM/office management solution
Dan Arnold
portfolio accounting
integration of independent recordkeepers
Security
client-facing analytical and proposal tool
October 13
Florida
mobile connectivity
end-of-life plan
Krilogy Financial
TD Ameritrade Institutional’s VEO®
Data Cloud (Jigsaw)
AdvisorComplete℠
portfolio management system
investment screening functionality
cloud-based platform
Optional Tax Management
Fuse 2014 award
robust technology capabilities
Brett Thorne
Wealthcare Capital Management
monthly compliance checklists
Eric Jardine
Bob Veres
Laserfiche Document Management
the Practice
Dennis Fox
AICPA
SMAs
practice management solutions
composite performance reporting
Outsourcing Services
goalgamiPro®
Salentica’s Data Broker
business valuations
Wes Stillman
regulatory compliance
myeDocumentsuite.com
External IT Cloud Desktop
maintenance of composites
Document Processing
SS&C Technologies Holdings
account rebalancing software
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Paul Polese
hosted archiving solutions
SCANalytics
Cetera Financial Group
XLR8
Nerd’s Eye View
Marketing Gorilla System
TRX Edge
Duane D’Orazio
Atlanta
SugarCRM
rebalance
Joseph Miola
custodial data file import process
Informatica
Schwab OpenView MarketSquare®
CitiMortgage
client acquisition
risk engineering
next-generation wealth management platform
financial planning technology
Michelle Smith
Uri Pomerantz
basic client interaction
TA Associates
Advisor Office platform
Dan Brownell
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
Office 365
FMG Suite
Riskalyze and RetireUp Integration Demo
mobile devices
Vestorly solution
end-‐to-‐end portfolio management
Kyle Hiatt
TD Ameritrade National LINC Conference
data management solutions
AdvisorQ
portfolio management tools
Simon Sinek
cloud-based portfolio management
OptionsPlay Score
Fusion Advisor Workstation
Rocaton Advisors
Brian A. Davis
WealthCentral
error checking
Bobby Yazdani
Lex Sokolin
The Retirement Hub
Denny Bottorff
Social Analytics
PreciseFP
J.P. Morgan
Composite Portfolio Review
packaged web design
Google Analytics integration
Sales Cloud
ByAllAccountsSM
Weston
regulatory compliance services and technology
External IT's Cloud Desktop
manage cash flows
Tom Schildhauer
document storage software-as-a-service
AppHub
SS&C Technologies Holdings, Inc.
account servicing
quantitative risk technology
cost-efficient beta exposure
Household Balance Sheet
Chad Blythe
Retirement Plan Network
Fidelity Investments®
Marketware International
turnkey data science solutions
Dynamic Rebalancing
Attribution Analysis
Suhail Ali
Advent Custodial Data
Rebalancer
Joseph Mrak
Custodial Data Integrations
Pershing LLC
InformationWeek 500
Schwab OpenView Mobile
Pershing’s Net 360 Technology Channel
Innovation Centers
Schwab Performance Technologies®
Client communications management
Risk Management
NFP
financial planning tool
Microsoft
user-friendly programing
Edward Jones
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
Dan Hunt
Portfolio Accounting Solutions
interactive compliance calendar
service alerts
Client360º
Office of the Future
Folio Institutional
Riskalyze Autopilot
mobile forms-filling
Enhanced Capital Partners
Ladenburg Thalmann Financial Services Inc.
TD Ameritrade's VEO
data protection
portfolio mappings services
InvestmentNews
single sign-on integration
cloud-based solutions
Optionsplay®
Fusion® Advisor Workstation
Morningstar Advisor
eSignature Capabilities
Bonaventure Resort and Spa
LiquidHub
The Tarbox Group, Inc.
Depository Trust and Clearing Corporation
Albridge Solutions
social collaboration
1-to-1 client relationships
predictive analytical tools
Jackson
CompositeBuilder
Panoramix
Google Play
CAIS
Westport Resources
Rehmann
FA Insight
management fee
Total Portfolio Expert (TPX)
Docupace
Application of Preference Measurement: The Case of Riskalyze
accounting software
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
Paul West
household-‐level rebalancing
Chad Centorbi
XTRAC App
RetireRisk
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Martin L. Flanagan
two-factor authentication
Audit Management
Advent Direct
rebalancing
Joseph Starinsky
