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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Trust Company of Sterne Agee
Oauth2 user authentication security
advanced workflow tools
Mobile channel
emX’s Vault
Schwab OpenView Gateway®
Kirk Hulett
data automation
Rio Hotel & Casino in Las Vegas
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Upside
Balances
Optional Tax Management
Fuse 2014 award
Brett Thorne
T3 Enterprise Conference
Advisor iPad App
monthly compliance checklists
Eric Jardine
securities and insurance industries
Laserfiche Document Management
Dennis Fox
Risk-Balanced Portfolios
practice management solutions
composite performance reporting
Vestmark Manager Marketplace (VMM)
Outsourcing Services
goalgamiPro®
business valuations
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
myeDocumentsuite.com
External IT Cloud Desktop
Silanis
maintenance of composites
Document Processing
robust backup features
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Wealthbox CRM
Bob Stiess
Paul Polese
hosted archiving solutions
Cetera Financial Group
The Markets
Aggregation
Nerd’s Eye View
SmartOffice
Marketing Gorilla System
Duane D’Orazio
rebalance
Joseph Miola
custodial data file import process
Wells Fargo Advisors
registration checker tool
Informatica
CitiMortgage
Tom Kimberly
App expansion
Next-Generation Advisor CRM®
SS&C Technologies
Account opening and commissions
EDGAR filing agent
SCANaltyics
Junxure’s cloud-based CRM/office management solution
Dan Arnold
XCelent Award
retirement income planning tool
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
AssetMark Advisor iPad
October 13
Florida
Sugar Ray Leonard
mobile connectivity
end-of-life plan
Krilogy Financial
Data Cloud (Jigsaw)
Risk Alignment Platform
portfolio management system
investment screening functionality
cloud-based platform
portfolio management tools
cloud-based portfolio management
Upside Advisor
Barrett Ayers
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
Advisor Office
error checking
Security
Lex Sokolin
Denny Bottorff
PreciseFP
J.P. Morgan
Composite Portfolio Review
packaged web design
Google Analytics integration
ByAllAccountsSM
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
External IT's Cloud Desktop
manage cash flows
document storage software-as-a-service
robust technology capabilities
quantitative risk technology
cost-efficient beta exposure
Wealthcare Capital Management
Bob Veres
Household Balance Sheet
Chad Blythe
the Practice
AICPA
Fidelity Investments®
SMAs
Marketware International
Dynamic Rebalancing
Salentica’s Data Broker
Rebalancer
Joseph Mrak
Custodial Data Integrations
Wes Stillman
regulatory compliance
Pershing LLC
InformationWeek 500
client acquisition
next-generation wealth management platform
financial planning technology
SS&C Technologies Holdings
account rebalancing software
Michelle Smith
SCANalytics
Dan Brownell
XLR8
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
TRX Edge
Atlanta
Office 365
FMG Suite
SugarCRM
mobile devices
end-‐to-‐end portfolio management
Schwab OpenView MarketSquare®
Kyle Hiatt
data management solutions
Risk Analysis
portfolio mappings services
InvestmentNews
cloud-based solutions
Uri Pomerantz
basic client interaction
Optionsplay®
Fusion® Advisor Workstation
TA Associates
Advisor Office platform
Morningstar Advisor
eSignature Capabilities
LiquidHub
Depository Trust and Clearing Corporation
Riskalyze and RetireUp Integration Demo
predictive analytical tools
Jackson
CompositeBuilder
Vestorly solution
Panoramix
Google Play
CAIS
TD Ameritrade National LINC Conference
AdvisorQ
FA Insight
Simon Sinek
management fee
Docupace
Rocaton Advisors
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
WealthCentral
Bobby Yazdani
Paul West
household-‐level rebalancing
Chad Centorbi
The Retirement Hub
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Social Analytics
Martin L. Flanagan
Sales Cloud
rebalancing
Joseph Starinsky
Weston
regulatory compliance services and technology
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
Tom Schildhauer
AppHub
NFP
financial planning tool
SS&C Technologies Holdings, Inc.
account servicing
Microsoft
Edward Jones
Dan Hunt
Retirement Plan Network
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
turnkey data science solutions
Attribution Analysis
Office of the Future
Folio Institutional
Suhail Ali
Advent Custodial Data
mobile forms-filling
Enhanced Capital Partners
Schwab OpenView Mobile
Ladenburg Thalmann Financial Services Inc.
data protection
risk engineering
Risk Management
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
user-friendly programing
BD Equalizer
Brian Semitekol
Tamarac Advisor® Xi
Advisor Pro platform
Morningstar Analyst Rating™
Estate Assist
service alerts
Lori Hardwick
detailed financial planning
Riskalyze Autopilot
PRNewswire
Jackson app
comprehensive portfolio management
Panoramix™
Gradient Investments
CAM
TD Ameritrade's VEO
Narrator Clients™
Farshad Ghaffari
single sign-on integration
Docupace ePACS®
Quantum
Jim Patrick
couple’s report
Bonaventure Resort and Spa
PCI-compliant platform
householded data backbone
Chapwood Investments
The Tarbox Group, Inc.
Albridge Solutions
NetExchange Client
Fidelity’s Technology and Operations Consulting
social collaboration
1-to-1 client relationships
Mary Ellen Whiteman
eAdvisor
rebalancing capability
Josh Brown
Custodian
Westport Resources
Rehmann
Personal Finance Management Application
Inside Information
Client Data Automation
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
NFP Advisor Services Group
Financial Transmission Network Inc.
accounting software
Microsoft Corp
Efficient Technology
Kanchana Chalia
Dan Santner
XTRAC App
RetireRisk
Interview
two-factor authentication
Audit Management
FolioDynamics
Advent Direct
Mobile Optimization
enhanced client communication
Schwab Performance Technologies®
lagging performance duration and timeframe priorities
Data-Driven Insights
risk management characteristics
portfolio risk
Investor360°
CNN Money
Behavioral Finance
order processing
Garrett Planning Network
Tamarac's Advisor® Xi
Morningstar for Advisors App
estate management
Service Cloud
Loring Ward
Digital Advice
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
Video conferencing
Black Diamond platform
Paperclip
Great Kight
CAM System
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Narrator™ application builder
single-sign on capability
Mara Laisson
Docupace Technologies
Ron Huddleston
Questar Capital℠
Joe Duran
Craig Smith
Wealthminder Seed Capital
Branch Audit Consulting
HTML5 version
Third-Party Technology Integrations
Allen Eickelberg
NetExchange Select
Figlo
2015 Peter L. Bernstein Award
Mary Ferguson
EAI
Juan Williams
Custom Cloud (Force.com)
Whitepaper
relationship solutions
personal financial management
Insights on Advice
client database portal
application program interface (API)
Nobel Foundation
FinFolio
AccountQ™
Microsoft Dynamics CRM
Electronic Signing
Karl Chan
Intraday Integration
Clients & Portfolios
Audit Technology
Online Account Management
Mobile Productivity
enhanced mutual funds order management
Schwab’s 2013 RIA Benchmarking Study
Las Vegas
DataPro
risk management platform
Portfolio Snapshot
iPad app
Cohesive Client Management Process
Vanare | NestEgg
Ben Francois
Gemcom
Brian Stimpfl
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
ETF OneSource participants
services and support for RIAs
RiXtrema's Portfolio Crash Test
Productivity
Jackson.com
computer-based modeling system
Vincent Guyaux
Black Diamond®
paperless client onboarding process
Cameron Routh
TDA
Nathan Lucius
single-sign on functionality
Maree Moscati
Roy Burns
Quik! Form
Joe Ruzycki
create and manage portfolios
pensions
Human Finance Project
Tim Ramza
Amanda Steinberg
NetExchange View
filter and cross reference data
social media integrations
2015 Veo® Integrated Awards
Matched Portfolio
Earnings Potential
Salesforce CRM
rebalancing solution
customer acquisition
Will Bressman
Relius Adminstration
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
Total Rebalance Expert (TRX)
application programming interface
FinFolio’s Portfolio Management Software
Stark & Stark
Accounts and Fact Sheets for Investments
Mike Capelle
eliminating selected fees
Schwab Advisor Services’
Kelly Caffrey
Daniel Inveen
yHLsoft
portfolio applications
intraday quotes
ClientView Client Portal
Ultra High Net Worth
auditable workflow and document management technology
online account opening
Forbes
SunGard’s WealthStation
Mobile Scribe Service
enrollment platform
SciQ Insights
Scivantage
Laser App 2015 Financial Services Conference
risk modeling
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
Benjamin Birken
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
Tax Efficient Drawdown
Shane Bingham
digital financial solutions
Rob Cirrotti
Proposal Generation Capabilities
Jackson®
Concenter Services
Vladimir Baranov
Black Diamond℠
paperless enrolment
Greg Vigrass
Canterbury Consulting
Advisors Assistant’s CRM
National Financial Partners Corp.
February 4, 2015
SixThirty
Marie Swift
Dominey Stewart
Run Smarter®
Quik! Forms
John Hancock
credit card processing
WealthStation CompAct
Redhawk Wealth Advisors
Performance
Charles Sizemore
Tim Welsh
Analytics Cloud
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Matt Abar
EarningsQ
Salesforce data migrator
rebalancing workflows
Jud Mackrill
William Faulkner
Report Builder
personal financial management platform
instantaneous stress testing
client feedback
Total Technology Platform
Arcons Technology
normalization
FinFolio’s WorkStation
State Income Tax Calculator
ACH origination
Mike Ethridge
Eliza De Pardo
Schwab Advisor Services’ SOLUTIONS®
RIA advisor platform
Portfolio Building
intuitive user-experience
ClientWorks
unified cloud computing solutions
Automate Client Marketing
Online Account Opening & Transfer
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Model Wealth Portfolios
Enterprise Content Management Software
Scott Parry
Laser App Advisor Con 2015
David Canter
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
variable annuities
Best Technology for a Vertical CRM
Gemini Fund Services
brokerage and custody services
Tax Lot information
Advisor Software, Inc.
Morningstar, Inc.
ETF’s
Shannon Dempsey
LPL Financial Holdings
Digital Fortress
Robb Baldwin
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
Wall Street Journal
Black Diamond℠ platform
paperless onboarding
Gregg Klein
CapGainsValet
Technology adoption
Advisory World
Nationwide
Fee Calculation Details
SixThirty FinTech Accelerator
Mario Canas
Donald Capone
Rushmore Advisor Services
John Mackowiak
WealthStation Financial Planning
Performance Center
IBackup®
check scanning
time-effective onboarding experience
Andrew Rogers
FinaMetrica Plus
Social Security Analyzer
Aaron Guidotti
Matt Crisp
easily view user activity
Salesforce Financial Service Cloud Integration
Redhawk
Julie Littlechild
Customer Success Platform
Windows™ PowerShell
reporting
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Touch functionality
ARKON
Northern Lights Compliance Services
FINRA and SEC technology guidelines
state‐of‐the‐art forms-filling technology
Ellen Smith
Schwab Advisory Services
Kevin Cimring
Darren Tedesco
RIA Benchmarking Study
portfolio construction capabilities
Invesco
ClientWorks platform
unified managed account
automated portfolio management
online advisor-client collaboration
forms library
Sustainable Retirement Income
Modern Portfolio Theory
enterprise-grade data management platform
David Fetter
Risk Number®
position data
iReach
Commonwealth’s Practice360º
VAs
Gemini Hedge Fund Services
browser in the cloud
tax planning
Morningstar®
Everplans
LPL Financial LLC
Digital Fortress Suite
Robert Arnott
ProTracker
James Poer
conflict-free custody solution
Walt Bettinger
Blaze Portfolio
paperless processing systems
Career Activity Management System
Technology Integrations
Natural Language Processing
fee elimination
Mark Balasa
Doug Harbrecht
Russ Thornton
Radar
John McArthur
WealthTechs
Redkite
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
timeframes
Andrew Rudd
Social Security Optimizer
Matt Nelson
EBITDA growth rate
Salesforce Financial Services Cloud
Juney Ham
Customizable Quarterly Investment Review Presentations
WinOps
reporting capabilities
Peter Intraligi
inStream Solutions
Trade Strategy Visualization
Artificial Intelligence
Northern Lights Distributors
FinTech 100
Steve Dunlap
ActiFi Client Engagement
Mike Phillips
Schwab IMPACT 2013
Kevin Crowe
Darrin Courtney
Zywave
RIA in a Box
Portfolio Construction Tool
Investigo
Cloud applications
unified wealth management technology
Automated Workflow
online client engagement
Fox Financial Planning
Symantec VIP integration
Modestpark
modify portfolio exposures
Laser App Enterprise
David Lyon
Positions
iRebal
Community Blog
Vendor Affinity Program
Bill Good
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
tax-aware trading program
Advisor View
Morningstar® Advisor WorkstationSM
eVestment
Sharing
LPL Focus 2015
digital marketing hub
Robert Eggebrecht
ProTracker Advantage
Jason Roberts
Connections Console
Warren Mackensen
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
technology solutions
AdvisoryWorld Financial Technology
Naureen Hassan
Small Businesses
Mark Casady
Doug McPhail
Russell Leto
Raj Udeshi
John Ndege
CRM systems
Web App Single Sign On
performance expectations
IEC
Chris Casdia
TJ Jones
Andrew Stevens
NetXInvestor
Financelogix
Sonia Rosenbaum
Abby Schneiderman
Matt O’Brien
Ebix
Salesforce.com
customizable questionnaires
Women Investors
Reporting Console for Each Office
Insurance and Securities verticals
Client Marketing Systems, Inc.
Artisan and Grendel
NorthStar
Firm Alerts and Announcements
Steve Sanduski
ActiFi software suite
Mike Walsh
Schwab Independent Advisor Outlook Study
Kevin Knull
“Robo” Challenge
RIA/Client reletionships
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
Unify
Automated workflows
online practice management platform
Fox Financial Planning Network
Synapse API
advisor and client portals
Envestnet Advisor Summit
Scottrade® Advisor Services Platform
David, Stalnaker
POWER
iRebal®
company performance analysis
VEO
Bill Laird
Gentech
Business Analytics
tax-losses
Advisor View™
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
Sherri DuMond
LPL Focus Conference
Digital Marketing Platform
Robert Moore
ProTracker Cloud
Jason Wenk
content aggregation
Gustav Karner
cash posting
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
NaviPlan
Fetter Logic
Smarsh
Mark Engelhardt
Downloadable Portfolio Review Reports
John Norwood
CRM technology
web-based applications
Performance Measurement
Impact Communications
Chris Casey
To-Do Lists
Andrew Tognela
NetXInvestor®
Financial Account Data Technology Platform
Sophie Schmitt
acceptable and unacceptable tolerance standards
Maureen Duff
Ebix Smart Office
Salesforce1 Customer Platform
customized analysis
Woodrow Levin
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
TradeWarrior
Ashley Globerman
First Rate
Steven D. Kelly
activity streams
mitigate risk
eMoney Select system
Schwab Intelligent Integration®
Kevin Kraus
data aggregation functionality
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
Unify Cloud Disaster Recovery
automating portfolio management
Online Reporting Dashboard
Fred Tomczyk
BranchNet
T. Rowe Price
Advisor Con
seamless advisor integration
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
risk profiling questionnaire provider
Power of Together
iShares
compete against other digital advisors
Veo Open Access
Orion Discover
business and technology management
Advisor Websites
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
Sheryl Garrett
LPL’s Resource Center
Digital Practice Management
ProTracker Software
Jay Jay French
Blu Giant, LLC
Patrick Ambron
Hemant Moore
CEB TowerGroup
Technology Tools for Today 2014 Conference
Advisor® Xi
NaviPlan LEADS
Fetterlogic
Smarsh My Site
downside volatility
SaaS
RCS Capital
CRM User Adoption
web-based client management software
Impact Technologies Group
Chris Momsen
new client electronic on-boarding
sophisticated computer algorithms
Echosign
Cutting Edge Auditing
Wordpress platform
reporting solutions
integrated CRM
Trading Processes
ASI
Norwood Consulting
Fisher Investments
Stifel
Activity tracking and corporate memory
Mitt Romney
eMoney’s emX Select platform
Schwab Intelligent Portfolios
Kevin Miller
data aggregation solutions
Investment Income Summary Report
cloud-based billing software
Unify Software
automation software tool
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
