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Junxure Announces Latest Enhancements and Development Roadmap for Junxure Cloud

Submitted by Technology Tools for Today on July 20th, 2015


Junxure, an industry-leading CRM solutions and practice management company for financial advisors, today unveiled its aggressive development roadmap for Junxure Cloud, its web-based CRM platform for the financial services industry.

Releasing high impact updates on a regular schedule, Junxure Cloud has expanded its initial feature set to include more advanced workflow tools, business development metrics, enhanced client communication features, and deeper 3rd party integrations with custodians and portfolio management applications. Junxure Cloud’s unique architecture and application program interface (API) have been integral to increasing the platform’s development schedule.

Riskalyze & Morningstar Launch Integration Empowering Advisors to Seamlessly Evaluate Client Risk

Submitted by Technology Tools for Today on July 15th, 2015


Riskalyze, the company that invented the Risk Number™ for financial advisors and their clients to use to align risk preference with portfolio risk, is working with Morningstar to offer advisors a streamlined solution for managing the risk in their clients’ portfolios. Advisors who use both Riskalyze and Morningstar OfficeSM can take advantage of this new integration to seamlessly access their Morningstar Office client information from within Riskalyze, and automatically update the holdings in their clients’ accounts.

External IT Creates Compliance Ready Office Suite for Financial Services Sector with Integrated Microsoft Office 365

Submitted by Technology Tools for Today on July 9th, 2015


External IT, a cloud-based IT outsourcing firm that focuses on the financial services sector including RIAs, Broker Dealers, and Asset Managers, is proud to announce its participation in the Microsoft Cloud Solution Provider program with the introduction of a compliant ready office suite solution integrating Office 365. With this update to External IT’s cloud platform, financial services firms will have access to the tools, support and service they need to enhance their business models in a cost effective and secure way, all while maintaining compliance.

SS&C Completes Acquisition of Advent Software

Submitted by Technology Tools for Today on July 9th, 2015


Acquisition establishes leading global provider with more than 10,000 customers worldwide; Combined revenues approximate $1.2 billion with winning combination of leading investment management software and services

SS&C Technologies Holdings, Inc. announced it has completed its acquisition of Advent Software, Inc. (“Advent”), a leading provider of software and services for the global investment management industry.

Whitepaper Released: Independent Academic Research Validates Riskalyze’s Approach to Measuring/Applying Investor Risk Tolerance

Submitted by Technology Tools for Today on July 8th, 2015


Riskalyze, the company that invented the Risk Number™ for financial advisors and their clients to use to align risk preference with portfolio risk, released its latest whitepaper today, titled Application of Preference Measurement: The Case of Riskalyze. The whitepaper independently reviews the company’s risk tolerance methodology and examines the company’s overall technical approach. Commissioned by the firm, Riskalyze was contractually prevented from influencing the opinions of the authoring academics.

Junxure Named Most Promising Workflow Management Solution Provider by CIO Review

Submitted by Technology Tools for Today on July 7th, 2015


Junxure (www.junxure.com), an industry-leading CRM solutions and practice management company for financial advisors, was recently named a “Most Promising Workflow Management Solution Provider” by CIO Review magazine, a top technology and information systems publication.

CIO Review’s research team analyzed over 500 workflow management solutions providers and selected 20 technology firms that delivered the most ground-breaking solutions for streamlining day-to-day operations and increasing overall efficiency. Junxure was selected for the innovative methodology of its built-in, customizable workflows in both Junxure® CRM on-premise and Junxure Cloud® CRM.

Wealth Access Hires 7 Veterans to Continue Growth

Submitted by Technology Tools for Today on July 7th, 2015


Now reporting on over $20 billion, representing 350% growth and 14-fold increase in users over the last year

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced growing momentum in the adoption of the Wealth Access technology solution by advisors, with record year over year growth and the hiring of seven senior technology and financial services veterans.

FTJ FundChoice Unveils Market Movement Strategies, an Investment Management/Reporting Technology Platform for Financial Advisors

Submitted by Technology Tools for Today on July 1st, 2015


Partners With AdvisoryWorld and Orion Advisor Services to Create New Industry-Leading Technology Programs for FTJ FundChoice Advisor Clientele

FTJ FundChoice, a national turnkey asset management program (TAMP) with over $4.8 billion assets under administration (AUA), today announced the release of Market Movement Strategies (MMS), an investment management and reporting technology platform that offers prospective client risk analysis, private label proposal generation, risk-based portfolio construction, and ongoing private label reporting. The MMS platform release also includes the launch of two new strategists to the FTJ FundChoice Strategist Program, Vanguard and Loring Ward, and the addition of diversifer portfolios and research through a new partnership with Rocaton Advisors and an expanded model offering from CLS Investments and Meeder Investment Management.

Technology Innovators Get High Marks for Maximizing Integrations for Independent Registered Investment Advisors

Submitted by Technology Tools for Today on June 22nd, 2015


TD Ameritrade Institutional Names Advyzon, Jemstep and MoneyGuidePro as Winners of the 2015 Veo® Integrated Awards

To help independent registered investment advisors (“RIAs”) keep pace in an era of accelerating technology change, TD Ameritrade Institutional1 has pursued a unique strategy of collaboration, harnessing the innovative and cutting-edge work of an entire community of technology leaders through its Veo Open Access vendor network.

Advisor BioniX Creator RiXtrema’s Portfolio Crash Test Solution Adopted by Nobel Foundation

Submitted by Technology Tools for Today on June 12th, 2015


Only Risk Tool For Advisors Used By World’s Top Asset Managers

RiXtrema today announced that the Stockholm-based Nobel Foundation has selected its Portfolio Crash Test solution as its risk model to protect the endowment of Alfred Nobel and ensure that the assets remain available for awards to future Nobel Prize recipients.

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