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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The Retirement Hub
Mark Wilson
social collaboration
1-to-1 client relationships
CIO Review
real time balances
John Schobel
February 4, 2015
Performance Reporting Capabilities
import tool
Westport Resources
Rehmann
Dominey Stewart
New Microsoft Dynamics®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Cybersecurity and Compliance
Michael M. Carter
accounting software
client relationship solution
Junxure Cloud®
Integrated CRM Performance Dashboard
XTRAC App
RetireRisk
EarningsQ
Note Taking
two-factor authentication
Audit Management
Mobile app
Advent Direct
cloud-based CRM platform
Kevin Paulsen
Schwab Performance Technologies®
Bret Baier
FinFolio’s WorkStation
Portfolio Management and Insurance Management modules
investment management experience
Risk Management
Eliza De Pardo
open-architecture platform
FTJ FundChoice
user-friendly programing
BD Equalizer
MoneyGuideProTM
Tamarac Advisor® Xi
Advisor Pro platform
ComplianceQ
LaserApp
service alerts
business intelligence
PowerAdvisor
ISO
Riskalyze Autopilot
Enterprise Content Management Software
Orion Portfolio Reports
George Will
multi-block trading
TD Ameritrade's VEO
Copytalk+ Smartphone App
Luis Gomez
single sign-on integration
Center For Wealth Planning
psychometric risk tolerance test
Jeff Norris
Patrick Dempsey
digital financial solutions
Bonaventure Resort and Spa
NaviPlan® financial planning tool
The Tarbox Group, Inc.
Albridge Solutions
Cross-business Tracking Routing & Control
Market Movement Strategies (MMS)
2015 Peter L. Bernstein Award
Cities Digital
Real-Time Data
John Vaccaro
Fee Calculation Details
performance reporting software
Income Generator
Whitepaper
relationship solutions
Donald Capone
Newgate Capital Management
application program interface (API)
Damian Gallina
AccountQ™
Client Risk Assessments
Junxure Cloud® CRM
FinaMetrica Plus
PIEtech, Inc.,
integrated receivables management
easily view user activity
Nova
Audit Technology
Mobile App 2.0
cloud-based IT
Kevin Sweet
Schwab’s 2013 RIA Benchmarking Study
Bret Magpiong
FINRA and SEC technology guidelines
Portfolio Management Consultants
risk management characteristics
Ellen Smith
FTNI
Behavioral Finance
MoneyGuidePro®
Tamarac's Advisor® Xi
compliant ready platform
LaserApp Anywhere
Service Cloud
business processing services
PowerShares
iTunes App Stores
enterprise-grade data management platform
Orion’s Client Portal
Global Financial Private Capital
David Canter
Video conferencing
Black Diamond platform
multi-user support
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Cory Haberkorn
MacroRisk Analytics
single-sign on capability
centralized and tailored user experience
Q-Suite
Ron Huddleston
ETF’s
Patrick Flaherty
High-Performing Firms
Wealthminder Seed Capital
Digital Fortress
Branch Audit Consulting
Third-Party Technology Integrations
Allen Eickelberg
CSIA
curation engines
Marketing Center platform
social media integrations
2015 Veo® Integrated Awards
Cities Digital’s MagniMail
Real-time Profile Tracking
Salesforce CRM
fee elimination
Perry Moore
independent portfolio rebalancing software platform
Will Bressman
Relius Adminstration
Doug Harbrecht
Next Generation Investor Portal
Total Rebalance Expert (TRX)
application programming interface
Damon Deru
Michael Spellacy
Stark & Stark
Accounts and Fact Sheets for Investments
Client Service Monitor
Junxure CRM
Schwab Advisor Services’
PMC's Quantitative Portfolios
integrated technology
yHLsoft
EBITDA growth rate
November 2-4, 2015
Ultra High Net Worth
auditable workflow and document management technology
Mobile Application
SunGard’s WealthStation
cloud-based IT outsourcing
SciQ Insights
FinTech 100
portfolio management process
investment policy statement
risk management platform
OpportunityView™
full lifecycle portfolio management
Vanare | NestEgg
Ben Francois
MoneyTree
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
Composite Holdings Report
services and support for RIAs
business valuation knowledge
J. Kelley Williams, Jr.
RiXtrema's Portfolio Crash Test
OS33 Cloud Desktop platform
Global Investment Performance Standards
David Fetter
Vincent Guyaux
Black Diamond®
mutual fund capital gains distributions
TDA
Cory Olson
Maggie Crowley
single-sign on functionality
Cetera
Quadron Data Solutions
Roy Burns
Everplans
Patrick Yip
Holdings
Digital Fortress Suite
Tim Ramza
Amanda Steinberg
Tim Welsh
Analytics Cloud
custodial data file import process
Marketing Cloud
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
CitiMortgage
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Salesforce data migrator
industry related forms
William Faulkner
Report Builder
Doug McPhail
Next Generation of Integration
Total Technology Platform
Arcons Technology
Dan Arnold
Michael Stier
State Income Tax Calculator
ACH origination
client-facing analytical and proposal tool
Junxure® CRM
Schwab Advisor Services’ SOLUTIONS®
Financelogix
RIA advisor platform
Ebix
Oauth2 user authentication security
unified cloud computing solutions
Automate Client Marketing
Mobile channel
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
cloud-based platform
Kirk Hulett
Scivantage
Brett Thorne
Firm Alerts and Announcements
Portfolio Management Processes
investment research platforms
risk modeling
Optimum Market Portfolios
Fuse 2014
Benjamin Birken
monitoring
Tax Efficient Drawdown
composite performance reporting
Laserfiche Connector
Shane Bingham
business valuations
practice management
J. Richard Coe
Rob Cirrotti
Outlook email archiving
goalgamiPro
David Lyon
Vladimir Baranov
Black Diamond℠
My Wall
Advisors Assistant’s CRM
Cost Basis
MagniPost
SixThirty
Cetera Financial Group
Quadron Data Solutions™
Jenny Richards
Run Smarter®
eVestment
Paul Cantrell
Homrich Berg
WealthStation CompAct
Redhawk Wealth Advisors
digital marketing hub
Nerd’s Eye View
time-effective onboarding experience
Andrew Rogers
Custodial Data Integrations
Marketing Gorilla System
Social Security Analyzer
Aaron Guidotti
client acquisition
rebalance
Joseph Miola
Salesforce Financial Service Cloud Integration
Fetter Logic
Informatica
Windows™ PowerShell
reporting
Downloadable Portfolio Review Reports
Next-Generation Advisor CRM®
Touch functionality
ARKON
Dan Brownell
state‐of‐the‐art forms-filling technology
Client-facing technology
Junxure’s cloud-based CRM/office management solution
Schwab Advisory Services
Financial Account Data Technology Platform
portfolio accounting
integration of independent recordkeepers
RIA Benchmarking Study
Ebix Smart Office
October 13
Florida
unified managed account
automated portfolio management
mobile connectivity
Sustainable Retirement Income
cloud-based portfolio management
Krilogy Financial
Scott Parry
Brian A. Davis
First Rate
portfolio management system
investment screening functionality
eMoney Select system
Optional Tax Management
Fuse 2014 award
variable annuities
Best Technology for a Vertical CRM
monthly compliance checklists
Tax Lot information
Advisor Software, Inc.
Composite Portfolio Review
Laserfiche Document Management
Shannon Dempsey
ByAllAccountsSM
practice management solutions
Robb Baldwin
Envestnet Advisor Summit
Outsourcing Services
goalgamiPro®
David, Stalnaker
Wall Street Journal
Black Diamond℠ platform
myeDocumentsuite.com
Technology adoption
Advisory World
cost-efficient beta exposure
maintenance of composites
SixThirty FinTech Accelerator
Chad Blythe
qualified fiduciary advisors
Jenze Bosma
Rushmore Advisor Services
eVestment Quantum Analytics
Paul Polese
hosted archiving solutions
WealthStation Financial Planning
Digital Marketing Platform
timeframes
Andrew Rudd
Marketware International
Social Security Optimizer
Client communications management
Rebalancer
Joseph Mrak
Salesforce Financial Services Cloud
Fetterlogic
Pershing LLC
InformationWeek 500
WinOps
reporting capabilities
downside volatility
next-generation wealth management platform
Trade Strategy Visualization
Artificial Intelligence
Dan Hunt
Michelle Smith
Steve Dunlap
ActiFi Client Engagement
Client360º
Schwab IMPACT 2013
portfolio accounting service provider
Intelligent Aggregation
Zywave
RIA in a Box
Echosign
Office 365
FMG Suite
unified wealth management technology
Automated Workflow
mobile devices
Symantec VIP integration
cloud-based solutions
Kyle Hiatt
Fisher Investments
portfolio management tools
Risk Number®
eMoney’s emX Select platform
OptionsPlay Score
Fusion Advisor Workstation
VAs
tax planning
CompositeBuilder
Lex Sokolin
CAIS
PreciseFP
J.P. Morgan
Robert Arnott
packaged web design
Google Analytics integration
Daxs Stadjuhar
Walt Bettinger
Blaze Portfolio
Technology Integrations
Council Capital
manage cash flows
Chad Centorbi
quantitative risk technology
Russ Thornton
eVestment Spectrum Analytics
Household Balance Sheet
WealthTechs
Redkite
Digital Practice Management
NestEgg Wealth
TJ Jones
Andrew Stevens
Custodian
Martin L. Flanagan
Sonia Rosenbaum
Abby Schneiderman
Client Data Automation
rebalancing
Joseph Starinsky
Salesforce.com
Pershing’s Net 360 Technology Channel
Innovation Centers
Women Investors
Reporting Console for Each Office
Dr. David Lawrence
NFP
Artisan and Grendel
Dan Santner
Microsoft
Steve Sanduski
ActiFi software suite
Schwab Independent Advisor Outlook Study
Financial Feed
Portfolio Accounting Solutions
interactive compliance calendar
“Robo” Challenge
RIA/Client reletionships
Office of the Future
Folio Institutional
Unify
Automated workflows
mobile forms-filling
Synapse API
advisor and client portals
CLS Investments
Ladenburg Thalmann Financial Services Inc.
Brian Semitekol
fixed index annuities
portfolio mappings services
InvestmentNews
eMoney’s wealth management platform
Optionsplay®
Fusion® Advisor Workstation
Vendor Affinity Program
Bill Good
Morningstar Advisor
tax-aware trading program
Advisor View
comprehensive portfolio management
LiquidHub
Sharing
CAM
predictive analytical tools
Jackson
Robert Eggebrecht
Envestnet | Tamarac's Advisor Xi
Panoramix
Google Play
Dean Cook
Warren Mackensen
technology solutions
AdvisoryWorld Financial Technology
couple’s report
management fee
Small Businesses
Chapwood Investments
Quantitative Risk Tolerance
Jim McKelvey
Russell Leto
eVestment Spotlight Analytics
Paul West
household-‐level rebalancing
Web App Single Sign On
direct online insurance offerings
disparate and divergent solutions
NetExchange Client
To-Do Lists
Andrew Tognela
Custom Cloud (Force.com)
Mary Ellen Whiteman
Sophie Schmitt
acceptable and unacceptable tolerance standards
client database portal
rebalancing capability
Josh Brown
Salesforce1 Customer Platform
Fidelity Center for Applied Technology
Personal Finance Management Application
Inside Information
Woodrow Levin
Dr. Noah Smith
NFP Advisor Services Group
TradeWarrior
Ashley Globerman
Microsoft Corp
Steven D. Kelly
activity streams
Clients & Portfolios
Kanchana Chalia
Schwab Intelligent Integration®
Financial Personalities
Interview
Ed Butowsky
FolioDynamics
Unify Cloud Disaster Recovery
automating portfolio management
Mobile Optimization
T. Rowe Price
CNN Money
lagging performance duration and timeframe priorities
Scottrade® Advisor Services Platform
flexibility to scale
Portfolio Pathway
Investor-Advisor Collaboration
emX
data analysis
VEO
Bill Laird
Morningstar Analyst Rating™
tax-losses
Advisor View™
comprehensive trading solutions
Lori Hardwick
Sherri DuMond
CAM System
PRNewswire
Jackson app
Robert Moore
Envestnet’s Advisor Suite®
Panoramix™
Gradient Investments
Narrator Clients™
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Craig Smith
Smarsh
Quantum
Jim Patrick
eWealthManager
PCI-compliant platform
householded data backbone
web-based applications
HTML5 version
web-based client management software
Document Imaging
NetExchange Select
customer acquisition
Mary Ferguson
sophisticated computer algorithms
client engagement
Juan Williams
personal financial management
Insights on Advice
Wordpress platform
reporting solutions
Nobel Foundation
Trading Processes
ASI
Daniel Inveen
Microsoft Dynamics CRM
Stifel
Activity tracking and corporate memory
ClientView Client Portal
Karl Chan
Schwab Intelligent Portfolios
Intraday Integration
Ed O’ Brien
Online Account Management
Unify Software
automation software tool
Mobile Productivity
Advisor Con
Cohesive Client Management Process
Las Vegas
seamless advisor integration
Brian Stimpfl
Flexible Optimizer
portfolio risk
Investor360°
risk profiling questionnaire provider
EMX Platform
order processing
Garrett Planning Network
data analysis solutions
Veo Open Access
Morningstar for Advisors App
Advisor Websites
computer-based modeling system
Loring Ward
Sheryl Garrett
Cameron Routh
ProcessEZ
Jackson National Life Insurance Company®
Envestnet’s Digital Advisor platform
Paperclip
Great Kight
DecisionCenter
Blu Giant, LLC
Narrator™ application builder
Technology Tools for Today 2014 Conference
Advisor® Xi
create and manage portfolios
Mara Laisson
Smarsh My Site
Questar Capital℠
Joe Duran
SaaS
Expanded Performance Details for Sample Portfolios
pensions
Human Finance Project
web-based CRM
Redtail Technology CRM
NetExchange View
Todd R. Crockett
Ann Haas
Matched Portfolio
Spark
Account Alerts
client feedback
rebalancing solution
San Diego
Fidelity Institutional Wealth Services
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
workflow solutions
ReportQ
Dropbox
Trading Strategy Checklist
asset allocation mappings service
Mike Capelle
Strategic Advisor
Adhesion
ClientWorks
Kelly Caffrey
Schwab Intelligent Portfolios™
financial planning and client engagement solutions
portfolio applications
intraday quotes
Ed O’Brien
online account opening
Forbes
Unify’s Cloud VPN
Autopilot
Mobile Scribe Service
Advisor Convention October 7-8
Collaboration Cloud (Chatter)
seamless forms-filling capabilities
Broker Dealers
Portfolio Snapshot
iPad app
emX’s Vault
Gemcom
data automation
Veo Open AccessSM platform
Bill Stone
TD Ameritrade Holding Corporation
advisor workflow partnership
Concenter Services
Canterbury Consulting
Productivity
Jackson.com
robo advisors
paperless client onboarding process
Wealth Access Estate Platform 3.0
Deena Katz
Nathan Lucius
tenth annual T3 Technology Conference
Advisor® Xi suite
credit card processing
Maree Moscati
Smarsh Sites
Charles Sizemore
Quik! Form
Joe Ruzycki
SaaS-based payment processing platform
External IT Cloud Desktop
Performance
web-based portfolio management software
Reduce computer sprawl
Document Processing
Tom Doherty
Ann Marie Stieler
Customer Success Platform
Matt Abar
Account Details
Client Management System
rebalancing workflows
Jud Mackrill
San Diego, CA
personal financial management platform
instantaneous stress testing
Worldox
required trading and rebalancing
Duane D’Orazio
normalization
asset gathering
Darren Tedesco
Mike Ethridge
Strategic Integrated Online Account Processing
advanced data reporting
ClientWorks platform
Schwab Intelligent Technologies
Portfolio Building
intuitive user-experience
RightSize Solutions
EDGAR filing agent
Online Account Opening & Transfer
United Capital
Back Office Solutions
Model Wealth Portfolios
T3 Advisor Tech Conference
Commonwealth Financial Network
Laser App 2015 Financial Services Conference
Search Engine Optimization
brokerage and custody services
PortfolioCenter
IPS AdvisorPro
end-of-life plan
Orion Advisor Integration
Gemini Alternative Funds
Data Cloud (Jigsaw)
Veo®
Advisor Xi
Concierge Service
CapGainsValet
Proposal Generation Capabilities
Jackson®
Robo-Advisers
Eric Jardine
paperless enrolment
Greg Vigrass
Dennis Fox
BlueSky
National Financial Partners Corp.
The Efficient Practice
Marie Swift
Smart Form Tool
check scanning
Quik! Forms
John Hancock
Safe by Estate Assist
John Mackowiak
Sagacious, Inc.
External IT's Cloud Desktop
Performance Center
IBackup®
web-based software portal
RegEd
document storage software-as-a-service
Tom Embrogno
Anna Curry
Customizable Quarterly Investment Review Presentations
Matt Crisp
sqope
account management software
Redhawk
Julie Littlechild
scalable personal finance data platform
Fidelity Investments®
Pete Hess
Institutional Intelligent Portfolios™
WorthFM
RESTful
Dynamic Rebalancing
Northern Lights Compliance Services
Trizic
AssetBook
Darrin Courtney
Streetscape
advanced wealth planning solutions
Cloud applications
Kevin Cimring
financial planning technology
portfolio construction capabilities
Invesco
Rio Hotel & Casino
online advisor-client collaboration
forms library
United Capital Financial Advisors
back-office solutions
Modern Portfolio Theory
Advisor FinTech Hackathon
Commonwealth’s Practice360º
Laser App Advisor Con 2015
search engine optimization tagging
browser in the cloud
PortfolioCenter®
IPSAdvisorPro
risk tolerance assessment tools
end-‐to-‐end portfolio management
Gemini Fund Services
data management solutions
verification
Bill Wostoupal
Morningstar, Inc.
TD Ameritrade Institutional Veo®
conflict-free custody solution
LPL Financial Holdings
SIFMA/FINRA Cybersecurity Conference
Career Activity Management System
Proposal Tool for Chapwood Investments
James Carney
Robo-advisor
error checking
paperless onboarding
Gregg Klein
wealth management technology
Denny Bottorff
Nationwide
The E‐Valuator
Advizr and Orion integration
Mario Canas
Smart Office
Chicago
