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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Fusion Advisor Workstation
VEO
Q-Suite
company performance analysis
Morningstar Advisor
tax-losses
Patrick Flaherty
Business Analytics
LiquidHub
Sherri DuMond
eVestment Quantum Analytics
Jackson
Robert Moore
Advisor Xi
Digital Marketing Platform
Google Play
Real-Time Data
content aggregation
Technology Tools For Today
performance reporting software
cash posting
management fee
Smarsh
BlueSky
Fetter Logic
Jim McKelvey
Downloadable Portfolio Review Reports
household-‐level rebalancing
web-based applications
CRM technology
NestEgg Wealth
To-Do Lists
PIEtech, Inc.,
Chris Casey
Martin L. Flanagan
Sophie Schmitt
Nova
Financial Account Data Technology Platform
Joseph Starinsky
Salesforce1 Customer Platform
Ann Marie Stieler
Ebix Smart Office
Innovation Centers
Woodrow Levin
Account Details
customized analysis
NFP
TradeWarrior
Portfolio Management Consultants
Client Meeting Support for Advisors
Microsoft
Steven D. Kelly
First Rate
Schwab Intelligent Integration®
asset gathering
eMoney Select system
interactive compliance calendar
advanced data reporting
data aggregation functionality
Folio Institutional
Unify Cloud Disaster Recovery
PowerShares
cloud-based archiving solutions
mobile forms-filling
T. Rowe Price
Orion’s Client Portal
BranchNet
Ladenburg Thalmann Financial Services Inc.
Scottrade® Advisor Services Platform
Back Office Solutions
Envestnet Advisor Summit
InvestmentNews
David, Stalnaker
Fusion® Advisor Workstation
Veo Open Access
Quadron Data Solutions
compete against other digital advisors
Morningstar Analyst Rating™
Patrick Yip
business and technology management
Lori Hardwick
Sheryl Garrett
Bill Wostoupal
eVestment Spectrum Analytics
Jackson app
Digital Practice Management
Gradient Investments
Real-time Profile Tracking
Narrator Clients™
Technology Tools for Today 2014 Conference
Perry Moore
CEB TowerGroup
Smarsh My Site
Fetterlogic
Jim Patrick
SaaS
Advizr and Orion integration
downside volatility
householded data backbone
web-based client management software
CRM User Adoption
NetExchange Client
PMC's Quantitative Portfolios
Chris Momsen
Mary Ellen Whiteman
sophisticated computer algorithms
November 2-4, 2015
Josh Brown
Anna Curry
Echosign
Inside Information
Wordpress platform
reporting solutions
account management software
Cutting Edge Auditing
NFP Advisor Services Group
Trading Processes
portfolio management process
Microsoft Corp
Stifel
OpportunityView™
Fisher Investments
Kanchana Chalia
Schwab Intelligent Portfolios
AssetBook
eMoney’s emX Select platform
Interview
advanced wealth planning solutions
data aggregation solutions
FolioDynamics
Unify Software
cloud-based billing software
Mobile Optimization
OS33 Cloud Desktop platform
brand-centric theme customization
lagging performance duration and timeframe priorities
seamless advisor integration
back-office solutions
Investor-Advisor Collaboration
risk profiling questionnaire provider
Advisor FinTech Hackathon
Daxs Stadjuhar
Dean Cook
Garrett Planning Network
Veo Open AccessSM platform
Quadron Data Solutions™
compliance and security
Morningstar for Advisors App
TD Ameritrade Holding Corporation
Paul Cantrell
business development metrics
Loring Ward
eVestment Spotlight Analytics
Jackson National Life Insurance Company®
robo advisors
Advisor-Client relationships
direct online insurance offerings
Great Kight
Wealth Access Estate Platform 3.0
Realized and Unrealized Gains/Losses
Copytalk+
Narrator™ application builder
tenth annual T3 Technology Conference
Celent
Mara Laisson
Smarsh Sites
Joe Duran
SaaS-based payment processing platform
Dr. David Lawrence
HTML5 version
web-based CRM
Redtail Technology CRM
NetExchange Select
Todd R. Crockett
Chris Wacker
Mary Ferguson
Spark
Oauth2 user authentication security
Financial Feed
Juan Williams
San Diego
Annuities + Insurance
Insights on Advice
workflow solutions
ReportQ
account opening
Cybersecurity
Nobel Foundation
Trading Strategy Checklist
Portfolio Management Processes
Client Relationship Management (CRM)
Microsoft Dynamics CRM
Strategic Advisor
Optimum Market Portfolios
fixed index annuities
Karl Chan
Schwab Intelligent Portfolios™
eMoney’s wealth management platform
Intraday Integration
advanced workflow tools
Unify’s Cloud VPN
practice management
cloud-based billing tool
Mobile Productivity
Outlook email archiving
BrandYourself.com
Las Vegas
seamless forms-filling capabilities
BakerAvenue Asset Management
Envestnet | Tamarac's Advisor Xi
Investor360°
Advisor Impact
Advisor iPad App
Gemcom
Veo®
qualified fiduciary advisors
ComplianceQ
Paul Polese
business intelligence
eWealthManager
Jackson.com
Robo-Advisers
AdvisorComplete platform
disparate and divergent solutions
rebalance
Copytalk+ Smartphone App
Nathan Lucius
The Efficient Practice
Center For Wealth Planning
Maree Moscati
Smart Form Tool
Bob Stiess
Fidelity Center for Applied Technology
Joe Ruzycki
Safe by Estate Assist
Aggregation
Dr. Noah Smith
Human Finance Project
web-based portfolio management software
Reduce computer sprawl
Cross-business Tracking Routing & Control
NetExchange View
Tom Doherty
portfolio accounting
CIO Review
Matched Portfolio
October 13
Financial Personalities
San Diego, CA
App expansion
Ed Butowsky
INSITE™ 2015 conference
Worldox
required trading and rebalancing
Account opening and commissions
Cybersecurity and Compliance
portfolio management system
client relationship solution
Mike Capelle
Strategic Integrated Online Account Processing
Optional Tax Management
flexibility to scale
Kelly Caffrey
Schwab Intelligent Technologies
AssetMark Advisor iPad
emX
intraday quotes
RightSize Solutions
data analysis
Forbes
United Capital
practice management solutions
cloud-based CRM platform
Mobile Scribe Service
T3 Advisor Tech Conference
Outsourcing Services
Bret Baier
Search Engine Optimization
Balances
Envestnet’s Advisor Suite®
iPad app
IPS AdvisorPro
risk tolerance assessment tools
Advisor Office
DecisionCenter
Gemini Alternative Funds
verification
quantitative risk technology
compliant ready platform
TD Ameritrade Institutional Veo®
business processing services
SIFMA/FINRA Cybersecurity Conference
Expanded Performance Details for Sample Portfolios
Jackson®
Robo-advisor
AdvisorComplete℠
Document Imaging
Greg Vigrass
wealth management technology
Rebalancer
Cory Haberkorn
National Financial Partners Corp.
The E‐Valuator
Pershing LLC
centralized and tailored user experience
Marie Swift
Smart Office
Bob Veres
John Hancock
Sagacious, Inc.
AICPA
web-based software portal
RegEd
CSIA
Tom Embrogno
portfolio accounting service provider
Cities Digital
Matt Abar
sqope
Office 365
Jud Mackrill
scalable personal finance data platform
Ed O’ Brien
instantaneous stress testing
WorthFM
RESTful
account rebalancing software
Damian Gallina
Trizic
portfolio management tools
Client Risk Assessments
Mike Ethridge
Streetscape
OptionsPlay Score
Flexible Optimizer
Atlanta
EMX Platform
intuitive user-experience
Rio Hotel & Casino
data analysis solutions
United Capital Financial Advisors
PreciseFP
cloud-based IT
Model Wealth Portfolios
packaged web design
Bret Magpiong
Laser App 2015 Financial Services Conference
search engine optimization tagging
Barrett Ayers
Envestnet’s Digital Advisor platform
IPSAdvisorPro
Risk Tolerance Questionnaire
Advisor Office platform
Deena Katz
Gemini Fund Services
Vestmark
Quantitative Risk Tolerance
Composite Holdings Report
Morningstar, Inc.
TD Ameritrade Institutional's Veo®
Paul West
business valuation knowledge
LPL Financial Holdings
Signix
James Carney
Robo-Shield™
AdvisorQ
Gregg Klein
Wealthbase
rebalancing
Cory Olson
Nationwide
The Future of Risk is Here: Enhance Your Value or Perish
Pershing’s Net 360 Technology Channel
Cetera
Mario Canas
Smarter Prospecting
Bobby Yazdani
Fidelity Institutional Wealth Services
John Mackowiak
Dropbox
IBackup®
Wednesday July 22, 2015
registered investment advisors
curation engines
Portfolio Accounting Solutions
Cities Digital’s MagniMail
Matt Crisp
sqopeTM Score
Office of the Future
financial planning and client engagement solutions
Julie Littlechild
Scalable workflow tools
AppHub
Ed O’Brien
Institutional Intelligent Portfolios™
X-Ray Reports
Retirement Hub app
account servicing
Damon Deru
Trust Company of Sterne Agee
portfolio mappings services
Client Service Monitor
Optionsplay®
Kevin Cimring
Schwab OpenView Gateway®
Attribution Analysis
emX’s Vault
Invesco
Rio Hotel & Casino in Las Vegas
Advent Custodial Data
data automation
forms library
up-to-date account data
predictive analytical tools
cloud-based IT outsourcing
Modern Portfolio Theory
T3 Conference Anaheim, CA
Panoramix
Laser App Advisor Con 2015
Securities America
basic client interaction
BD Equalizer
Eric Jardine
iReach
Risk-Balanced Portfolios
Advisor Pro platform
Dennis Fox
Gemini Hedge Fund Services
Vestmark Manager Marketplace (VMM)
Quantum
composite performance reporting
Morningstar®
TD Ameritrade Institutional’s Veo Open Access platform
PCI-compliant platform
business valuations
LPL Financial LLC
Silanis
External IT Cloud Desktop
James Poer
robust backup features
Document Processing
Wealthbox CRM
rebalancing capability
Cost Basis
Natural Language Processing
The Markets
Personal Finance Management Application
Cetera Financial Group
Mark Balasa
SmartOffice
Bonaventure Resort and Spa
John McArthur
Albridge Solutions
Duane D’Orazio
IBDs
Wells Fargo Advisors
registration checker tool
1-to-1 client relationships
custodial data file import process
Tom Kimberly
CitiMortgage
Matt Nelson
SS&C Technologies
Juney Ham
SCANaltyics
Application of Preference Measurement: The Case of Riskalyze
EDGAR filing agent
inStream Solutions
XCelent Award
retirement income planning tool
accounting software
Dan Arnold
Portfolio Pathway
client-facing analytical and proposal tool
Mike Phillips
Sugar Ray Leonard
Kevin Crowe
Audit Management
end-of-life plan
Investigo
Risk Alignment Platform
Advent Direct
Data Cloud (Jigsaw)
Fox Financial Planning
Upside
PRNewswire
cloud-based platform
Modestpark
T3 Enterprise Conference
Panoramix™
Brett Thorne
securities and insurance industries
Security
Behavioral Finance
error checking
iRebal
Denny Bottorff
Gen X/Y
Questar Capital℠
Composite Portfolio Review
Morningstar® Advisor WorkstationSM
TD Ameritrade Institutional’s VEO®
ByAllAccountsSM
LPL Focus 2015
Black Diamond platform
External IT's Cloud Desktop
Jason Roberts
robust technology capabilities
Advisors Assistant Everywhere
document storage software-as-a-service
Guide Financial Technologies
Wealthcare Capital Management
cost-efficient beta exposure
Naureen Hassan
the Practice
personal financial management
Chad Blythe
Mark Casady
SMAs
Branch Audit Consulting
Fidelity Investments®
John Ndege
Salentica’s Data Broker
Allen Eickelberg
Dynamic Rebalancing
IEC
Wes Stillman
regulatory compliance
2015 Peter L. Bernstein Award
Custodial Data Integrations
NetXInvestor
client acquisition
Matt O’Brien
SS&C Technologies Holdings
Online Account Management
financial planning technology
SCANalytics
application program interface (API)
Insurance and Securities verticals
XLR8
AccountQ™
Dan Brownell
TRX Edge
portfolio risk
Client-facing technology
Mike Walsh
SugarCRM
order processing
Kevin Knull
Schwab OpenView MarketSquare®
Audit Technology
end-‐to-‐end portfolio management
investment advice
Risk Analysis
data management solutions
Fox Financial Planning Network
Upside Advisor
ProcessEZ
cloud-based portfolio management
modify portfolio exposures
Paperclip
Brian A. Davis
Laser App Enterprise
Ben Francois
eSignature Capabilities
iRebal®
Riskalyze and RetireUp Integration Demo
Advisor Rebalancing®
Depository Trust and Clearing Corporation
Gentech
Vestorly solution
Quik! Form
CompositeBuilder
Morningstar® Portfolio X-Ray®
TD Ameritrade National LINC Conference
pensions
CAIS
LPL Focus Conference
Simon Sinek
Black Diamond®
FA Insight
Jason Wenk
Rocaton Advisors
Docupace
Gustav Karner
WealthCentral
rebalancing solution
Council Capital
NaviPlan
The Retirement Hub
Personal Financial Management (PFM) tool
Chad Centorbi
Mark Engelhardt
Social Analytics
Fidelity®'s New Wealthcentral® Technology Bundle
John Norwood
Sales Cloud
Amanda Steinberg
Impact Communications
Weston
regulatory compliance services and technology
2015 Veo® Integrated Awards
NetXInvestor®
Tom Schildhauer
portfolio applications
Client communications management
Maureen Duff
SS&C Technologies Holdings, Inc.
online account opening
financial planning tool
application programming interface
Edward Jones
integrated cloud based technology
Retirement Plan Network
Accounts and Fact Sheets for Investments
Dan Hunt
turnkey data science solutions
Portfolio Snapshot
Client360º
mitigate risk
Suhail Ali
Kevin Kraus
Schwab OpenView Mobile
auditable workflow and document management technology
Enhanced Capital Partners
Investment Advisors Workflow
risk engineering
data protection
Fred Tomczyk
Uri Pomerantz
Productivity
cloud-based solutions
TA Associates
paperless client onboarding process
Laser App’s Software as a Service (SaaS) platform
service alerts
Benjamin Birken
Estate Assist
iShares
Riskalyze Autopilot
detailed financial planning
Quik! Forms
comprehensive portfolio management
Multi-Asset Class Portfolio Analysis
TD Ameritrade's VEO
Performance
CAM
LPL’s Resource Center
single sign-on integration
Black Diamond℠
Farshad Ghaffari
Jay Jay French
Advisors Assistant’s CRM
Docupace ePACS®
Hemant Moore
rebalancing workflows
couple’s report
NaviPlan LEADS
The Tarbox Group, Inc.
personal financial management platform
Chapwood Investments
social collaboration
normalization
Fidelity’s Technology and Operations Consulting
Analytics Cloud
eAdvisor
Impact Technologies Group
Westport Resources
Rehmann
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Custodian
new client electronic on-boarding
Total Portfolio Expert (TPX)
Portfolio Building
Client Data Automation
Online Account Opening & Transfer
Financial Transmission Network Inc.
Arcons Technology
Efficient Technology
integrated CRM
XTRAC App
RetireRisk
ACH origination
Dan Santner
two-factor authentication
PortfolioCenter
Mitt Romney
Orion Advisor Integration
Kevin Miller
Schwab Performance Technologies®
Automate Client Marketing
enhanced client communication
Investment Income Summary Report
Risk Management
AdventConnect 2014
Data-Driven Insights
Ft. Lauderdale
user-friendly programing
Proposal Generation Capabilities
CLS Investments
Tamarac Advisor® Xi
paperless enrolment
Brian Semitekol
LaserApp
Service Cloud
Best Technology for a Vertical CRM
estate management
ISO
Advisor Software, Inc.
Digital Advice
George Will
Video conferencing
comprehensive trading solutions
multi-block trading
TD Ameritrade’s Veo platform
Performance Center
CAM System
Luis Gomez
single-sign on capability
Black Diamond℠ platform
Jeff Norris
Ron Huddleston
Advisory World
Docupace Technologies
Wealthminder Seed Capital
Redhawk
Craig Smith
NaviPlan® financial planning tool
Third-Party Technology Integrations
Pete Hess
Mark Wilson
Northern Lights Compliance Services
Figlo
John Schobel
Andrew Rogers
EAI
import tool
Whitepaper
relationship solutions
Aaron Guidotti
Custom Cloud (Force.com)
New Microsoft Dynamics®
portfolio construction capabilities
client database portal
Michael M. Carter
online advisor-client collaboration
FinFolio
Junxure Cloud®
ARKON
Electronic Signing
Integrated CRM Performance Dashboard
PortfolioCenter®
Clients & Portfolios
Mobile app
Kevin Paulsen
Schwab’s 2013 RIA Benchmarking Study
automated portfolio management
enhanced mutual funds order management
investment management experience
risk management characteristics
DataPro
FTJ FundChoice
Proposal Tool for Chapwood Investments
CNN Money
MoneyGuideProTM
Tamarac's Advisor® Xi
paperless onboarding
tax efficiency in a cloud-‐based model
paperless processing systems
Brian Stimpfl
LaserApp Anywhere
services and support for RIAs
ETF OneSource participants
iTunes App Stores
RiXtrema's Portfolio Crash Test
Global Financial Private Capital
Vincent Guyaux
Radar
computer-based modeling system
multi-user support
TDA
Performance Dashboard and Client Reporting Engine
Cameron Routh
MacroRisk Analytics
single-sign on functionality
Blaze Portfolio
Roy Burns
High-Performing Firms
create and manage portfolios
Tim Ramza
Peter Intraligi
Market Movement Strategies (MMS)
social media integrations
Northern Lights Distributors
filter and cross reference data
John Vaccaro
Salesforce CRM
Andrew Rudd
Earnings Potential
Income Generator
Will Bressman
Relius Adminstration
customer acquisition
Newgate Capital Management
Total Rebalance Expert (TRX)
Portfolio Construction Tool
client engagement
Stark & Stark
online client engagement
FinFolio’s Portfolio Management Software
Junxure Cloud® CRM
Schwab Advisor Services’
Artificial Intelligence
eliminating selected fees
integrated receivables management
yHLsoft
ActiFi Client Engagement
Daniel Inveen
Ultra High Net Worth
position data
ClientView Client Portal
Mobile App 2.0
SunGard’s WealthStation
Kevin Sweet
SciQ Insights
Automated Workflow
enrollment platform
risk management platform
FTNI
Vanare | NestEgg
ProTracker
Cohesive Client Management Process
MoneyGuidePro®
