portfolio management

Number of RIA firms using Schwab OpenView Gateway jumps 83% year-over-year

Schwab Intelligent Technologies announced today that Orion Advisor Services, LLC., a premier portfolio accounting service provider, and Redtail Technology, a leader in web-based client relationship management (CRM) solutions, will participate in Schwab OpenView Gateway, the flexible, open-architecture technology platform that enables integration between Charles Schwab custody systems and those of participating technology providers supporting independent registered investment advisors.

Today, at the 2015 Technology Tools for Today (T3) Advisor Conference,  Rushmore Advisor Services (www.rushmoreadvisor.com) officially announced the release of its online practice management platform for registered investment adviser (RIA) firms.

Will Demo Enhanced Technology Hub at T3 Advisor Conference

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with technology hub Advyzon from yHLsoft, Inc.

Founded in 2012, Advyzon is an inclusive, scalable, cloud-based service that helps financial advisors grow their business efficiently and profitably. It includes client relationship management (CRM), portfolio management/performance reporting, monitoring, investment planning, and business intelligence.

Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial advisors.

Advent’s portfolio management & reporting solutions will expand existing integration with Veo® for greater operational efficiency

Advanced CRM Solution for Independent Advisors and Broker/Dealers Brings Secure Functionality to the Financial Services Industry and an Ever More Mobile World 

Several major advisory technology firms have formed a new partnership called FAStech, which will give participating universities free access to eight leading software technologies used by advisors.

Latest Collaboration Provides Clients with Enhanced Custodial Data Integrations across Solutions