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Advyzon Integrates Laser App Software to Enhance Client Advisor Relationship

Submitted by Technology Tools for Today on March 30th, 2016


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, has announced that Advyzon, an all in one cloud-based platform combining portfolio management, performance reporting, CRM, client portal and planning, integrated with Laser App Software to enhance its client dashboard.

Advyzon’s dashboard is built to strengthen the relationship between advisor and client. By incorporating Laser App Software into the dashboard, Advyzon further develops that relationship with an emphasis on efficiency. Advyzon offers a comprehensive solution that meets many client needs. Laser App Software was brought into the dashboard, filled in the gaps, and completed the full circle solution Advyzon needed.

Envestnet | Tamarac Announces Integration with CAIS

Submitted by Technology Tools for Today on March 23rd, 2016


Wealth Managers Using Tamarac Advisor® Xi Can Invest in, and Obtain Research on, Third-Party Hedge Funds and Private Equity Funds Available from CAIS

Envestnet | Tamarac has teamed up with CAIS to provide independent advisors with access to third-party hedge funds and private equity funds, as well as research on the alternative investment space, through its portfolio and client management platform, Advisor® Xi.

More than 800 independent RIA firms rely on Advisor Xi, Tamarac's web-based, custodian-agnostic portfolio and client management technology platform, to collectively manage more than $500 billion in assets and over 1 million client accounts. The first phase of the integration between Tamarac's Advisor Xi and CAIS is now available to advisors.

Vestmark Introduces the Vestmark Manager Marketplace

Submitted by Technology Tools for Today on March 16th, 2016


​Vestmark, a premier SaaS based technology provider of comprehensive portfolio management and trading solutions, announced today the launch of Vestmark Manager Marketplace (VMM), a solution designed to connect asset managers efficiently with sponsors (RIAs, Banks, Broker Dealers) who use third-party management in model portfolio format or in separately managed accounts (SMAs).

VMM represents the next evolution of Vestmark’s “investment platform as a service”, building upon the innovative SaaS and award-winning BPO services leveraged by their clients today. VMM provides sponsors with unprecedented transparency and efficiency for accessing the expertise of third-party managers while providing asset managers with access to broad distribution among advisors through a single contract with the VMM service.

Riskalyze Adds 2,125 Annuity Products for One-Click Risk Number® Assessment

Submitted by Technology Tools for Today on March 16th, 2016


​Riskalyze, the company that empowers thousands of advisors to align each client’s investments with their Risk Number®, today launched new annuity and insurance capabilities for its Risk Alignment Platform. The new Annuities + Insurance add-on will allow advisors to incorporate 2,125 annuity and insurance products into a client’s full financial picture with a single click, a functionality that has been requested by advisors, back offices and insurance providers who already use Riskalyze.

The newly-added component aims to ease the difficulty in properly measuring an annuity or life insurance product in the context of the rest of a client’s financial portfolio, a common problem among advisors.  Previously, financial advisors would have to consider annuity and insurance holdings separately from other holdings, or manually find the right annuity subaccounts from a menu of 130,000 choices and painstakingly hand-enter them into the portfolio.

Laser App Software Partners with SEI to Help Advance Seamless Transactions

Submitted by Technology Tools for Today on March 16th, 2016


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, partnered with global provider of institutional and personal wealth management, SEI. Laser App Software is proud to be partnering with SEI and shares its dedication in providing a unified client experience.

Partnering with Laser App Software gives SEI a significant boost in creating a consolidated user experience. Within several months SEI completely incorporated Laser App Software into the company database, offering clients the ability to streamline their work from one interface.

TradePMR and AdvisoryWorld Partner to Automate and Streamline Financial Advisors' Workflows

Submitted by Technology Tools for Today on March 15th, 2016


​TradePMR Extends Free Month-Long Trial of AdvisoryWorld Reports on Demand via Fusion Advisor Workstation

TradePMR, an Introducing Brokerage Firm that provides brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients, today announced their partnership with AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, proposal generation, and customized investment technology for the financial services industry. Through the partnership, TradePMR advisors will now have immediate access to AdvisoryWorld's Portfolio and Investment Fact Sheets via the TradePMR Fusion Advisor Workstation. Additionally, Trade PMR is extending a month-long free trial offer of these AdvisoryWorld Reports on Demand to current advisors beginning on March 16, 2016 and ending on April 16, 2016.

Envestnet | Tamarac Implements Integration with Pershing’s NetX360® Platform

Submitted by Technology Tools for Today on March 9th, 2016


Pershing Integration Makes Real-Time Balances, Holdings, Transactions, and Account Details Available in Portfolio Management Application and End-Client Portal

Envestnet | Tamarac has integrated its web-based, custodian-agnostic Advisor® Xi suite with Pershing LLC’s open-architecture platform, NetX360®. As part of the integration, registered investment advisors (RIAs) who custody with Pershing Advisor Solutions, and those RIAs’ clients, can obtain real-time account details directly from the Advisor View™ portfolio management, reporting, and billing application.

Orion Advisor Services Rolls Out Salesforce Financial Service Cloud Integration; Introduces New Billing and Payment Capabilities

Submitted by Technology Tools for Today on March 8th, 2016


Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider for financial advisors, today announced it is extending the reach of Salesforce Financial Services Cloud with 12 new billing capabilities that will allow users to aggregate, schedule, pay and report seamlessly between the two platforms. Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.

PreciseFP and Bob Veres Announce New Marketing Tool for Financial Advisors

Submitted by Technology Tools for Today on February 16th, 2016


Online Personality Assessment to Raise Percentage of Client Engagements, Gives Advisors New Way to Compete in “Digital Experience Competition”

PreciseFP, a cloud-based service that provides an all-in-one document vault solution and forms creation tool for online client data gathering, and Bob Veres, publisher of the Inside Information newsletter, jointly announce the development of Financial Personalities, a powerful new “pre-engagement engagement” marketing tool for financial advisors. Veres, who addressed a packed room full of financial advisors while at the T3 Advisor Tech Conference held in Ft. Lauderdale, Fla., last week, spoke about “the pre-engagement engagement” and how vital it is for financial advisors to win the hearts and minds of prospective clients long before the first inquiry ever materializes.

BNY Mellon’s Pershing Introduces Additional Capabilities Enabling Clients to Transform Big Data Into Big Insights

Submitted by Technology Tools for Today on February 11th, 2016


Pershing LLC, a BNY Mellon company, today announced the release of additional big data analytics capabilities to help advisors improve processes and business performance through actionable insights. The new solutions, part of BNY Mellon’s digital ecosystem, leverage its big data analytics platform to capture, store, analyze and use evidenced-based decision making to maximize client’s growth and productivity.

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