technology

Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the addition of speakers and sponsors to the Junxure Advisor Conference in Las Vegas this September 15-16, 2014.

Keynote speakers include Mark Tibergien, CEO and Managing Director at Pershing Advisor Solutions, LLC, and Deena Katz CFP®, chairwoman of the investment firm Evensky & Katz. Additional speakers include Tim Welsh CFP®, President at Nexus Strategy, LLC and representatives from Laserfiche® who will host a session on the Junxure integration with Laserfiche Document Management. A full list of conference speakers and sponsors are available on the Junxure.com website.

Studyi Finds One-Third of Investors Would Switch Their Advisors if They Were Not Using Technology to Enhance Their Services

Six Innovative Companies Get High Marks for Maximizing Their Technology’s Integration with Veo® to Better Serve Independent Investment Advisors

AccountQ™ and Laser App Anywhere offer mobile capabilities, e-signature support and two-way communication with CRM systems

Quadron Data Solutions™, provider of data management solutions and an affiliate of Fetter Logic, Inc. has added new functionality to its integration with Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries.

Version 2.0 of CompositeBuilder^TM Is now available

CompositeBuilder provides composite performance reporting for PortfolioCenter, and is designed to facilitate compliance with the Global Investment Performance Standards (GIPS).  

The application provides a powerful suite of tools for the creation and maintenance of composites, error checking, reporting, and verification.

Sophisticated Wealth Dashboard Personalizes Finance Experience for Family Offices, UHNW Investors

Ultra High Net Worth (UHNW) clientele of Wealth Access, with Estate Platform 2.0, had already removed the hassle of organizing complex, multi-generational financial portfolios, but with Version 3.0 the company has taken up its concierge-level support to a new management tier, offering the distinctive ability to split ownership of accounts between entities and members.

Upgraded CRM Leverages New Microsoft Dynamics® User Interface and Enhanced Integrations With Advisor Xi® Platform to Create More Cohesive Client Management Process

Envestnet | Tamarac, a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, a division of Envestnet, Inc. (NYSE: ENV), has released the next-generation version of its integrated client relationship management (CRM) application, with a completely redesigned user interface and new integrations throughout the Advisor Xi^® platform.

Combination of tax-­efficient rebalancing technology with leading portfolio management and reporting system will create an independent “Total Technology Platform” for advisors to streamline portfolio management

Total Rebalance Expert (TRX) and  Orion Advisor Services, LLC (Orion) announced today a joint venture between the two companies to provide a “Total Technology Platform” designed to simplify and streamline the portfolio management process.

AppHub Site Helps Advisors Increase Mobile Productivity

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), recently unveiled a new AppHub site for its advisors.

Global Financial Private Capital is Latest Financial Services Firm to Choose XTRAC

Record numbers of professionals in the financial services industry are using the advanced business processing technology that has run much of the operations and infrastructure at Fidelity Investments® for the past 20 years.