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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Joseph Mrak
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
Woodrow Levin
next-generation wealth management platform
TradeWarrior
Ashley Globerman
Michelle Smith
Steven D. Kelly
activity streams
cloud-based platform
Brett Thorne
Brian A. Davis
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Office of the Future
Folio Institutional
Unify Software
automation software tool
mobile forms-filling
Advisor Con
EarningsQ
Composite Portfolio Review
Ladenburg Thalmann Financial Services Inc.
ByAllAccountsSM
seamless advisor integration
portfolio mappings services
InvestmentNews
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Veo Open Access
FinFolio’s WorkStation
Morningstar Advisor
Advisor Websites
Eliza De Pardo
cost-efficient beta exposure
LiquidHub
Chad Blythe
Sheryl Garrett
predictive analytical tools
Jackson
Panoramix
Google Play
Blu Giant, LLC
Technology Tools for Today 2014 Conference
Advisor® Xi
Enterprise Content Management Software
Custodial Data Integrations
management fee
Smarsh My Site
client acquisition
Quantitative Risk Tolerance
Jim McKelvey
SaaS
Paul West
household-‐level rebalancing
web-based client management software
NestEgg Wealth
Dan Brownell
Martin L. Flanagan
sophisticated computer algorithms
digital financial solutions
Client-facing technology
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Innovation Centers
Wordpress platform
reporting solutions
NFP
Trading Processes
ASI
February 4, 2015
Microsoft
Stifel
Activity tracking and corporate memory
Dominey Stewart
cloud-based portfolio management
Schwab Intelligent Portfolios™
Interview
FolioDynamics
Unify’s Cloud VPN
Autopilot
FinaMetrica Plus
Mobile Optimization
Advisor Convention October 7-8
easily view user activity
CompositeBuilder
lagging performance duration and timeframe priorities
CAIS
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
Veo Open AccessSM platform
Bill Stone
FINRA and SEC technology guidelines
Morningstar Analyst Rating™
TD Ameritrade Holding Corporation
advisor workflow partnership
Ellen Smith
Council Capital
Lori Hardwick
Chad Centorbi
PRNewswire
Jackson app
robo advisors
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
enterprise-grade data management platform
Smarsh Sites
David Canter
Client communications management
Quantum
Jim Patrick
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
web-based CRM
Redtail Technology CRM
NetExchange Client
Todd R. Crockett
Ann Haas
ETF’s
Dan Hunt
Mary Ellen Whiteman
Spark
Account Alerts
Digital Fortress
Client360º
rebalancing capability
Josh Brown
San Diego
Personal Finance Management Application
Inside Information
workflow solutions
ReportQ
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
Fee Calculation Details
Microsoft Corp
Strategic Advisor
Adhesion
Donald Capone
cloud-based solutions
Kanchana Chalia
Brian Semitekol
Schwab Intelligent Technologies
Intraday Integration
RightSize Solutions
Online Account Management
United Capital
Back Office Solutions
Mobile Productivity
T3 Advisor Tech Conference
EBITDA growth rate
comprehensive portfolio management
Las Vegas
CAM
Search Engine Optimization
portfolio risk
Investor360°
order processing
Garrett Planning Network
Veo®
FinTech 100
Morningstar for Advisors App
Advisor Xi
couple’s report
Loring Ward
Chapwood Investments
ProcessEZ
Jackson National Life Insurance Company®
Robo-Advisers
Paperclip
Great Kight
BlueSky
Narrator™ application builder
The Efficient Practice
Custodian
Mara Laisson
Smart Form Tool
David Fetter
Client Data Automation
Questar Capital℠
Joe Duran
Safe by Estate Assist
HTML5 version
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
Tom Doherty
Ann Marie Stieler
Everplans
Dan Santner
Mary Ferguson
Account Details
Digital Fortress Suite
Juan Williams
San Diego, CA
personal financial management
Insights on Advice
Worldox
required trading and rebalancing
Nobel Foundation
asset gathering
fee elimination
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
Doug Harbrecht
CLS Investments
Karl Chan
Kelly Caffrey
portfolio applications
intraday quotes
Rio Hotel & Casino
online account opening
Forbes
United Capital Financial Advisors
back-office solutions
Financelogix
Mobile Scribe Service
Advisor FinTech Hackathon
Ebix
comprehensive trading solutions
CAM System
search engine optimization tagging
Portfolio Snapshot
iPad app
risk tolerance assessment tools
Gemcom
verification
Bill Wostoupal
Firm Alerts and Announcements
TD Ameritrade Institutional Veo®
Craig Smith
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Robo-advisor
paperless client onboarding process
wealth management technology
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
Custom Cloud (Force.com)
Maree Moscati
Smart Office
David Lyon
client database portal
Quik! Form
Joe Ruzycki
Sagacious, Inc.
pensions
Human Finance Project
web-based software portal
RegEd
NetExchange View
Tom Embrogno
Anna Curry
eVestment
Matched Portfolio
sqope
account management software
digital marketing hub
Clients & Portfolios
rebalancing solution
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
WorthFM
RESTful
Trizic
AssetBook
Mike Capelle
Streetscape
advanced wealth planning solutions
Doug McPhail
CNN Money
advanced workflow tools
Downloadable Portfolio Review Reports
Cohesive Client Management Process
Brian Stimpfl
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
up-to-date account data
BakerAvenue Asset Management
Financial Account Data Technology Platform
Model Wealth Portfolios
T3 Conference Anaheim, CA
Advisor Impact
Ebix Smart Office
computer-based modeling system
Laser App 2015 Financial Services Conference
Cameron Routh
Securities America
PortfolioCenter
IPS AdvisorPro
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
Vestmark
First Rate
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
eMoney Select system
create and manage portfolios
Signix
Proposal Generation Capabilities
Jackson®
Robo-Shield™
paperless enrolment
Greg Vigrass
Wealthbase
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
Envestnet Advisor Summit
customer acquisition
Marie Swift
Smarter Prospecting
David, Stalnaker
client engagement
Quik! Forms
John Hancock
Performance
Wednesday July 22, 2015
registered investment advisors
Annuities + Insurance
eVestment Quantum Analytics
Daniel Inveen
Matt Abar
sqopeTM Score
account opening
Digital Marketing Platform
ClientView Client Portal
rebalancing workflows
Jud Mackrill
Scalable workflow tools
personal financial management platform
instantaneous stress testing
X-Ray Reports
Retirement Hub app
normalization
Trust Company of Sterne Agee
Fetter Logic
Mike Ethridge
Sugar Ray Leonard
downside volatility
Collaboration Cloud (Chatter)
Kevin Cimring
Broker Dealers
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
Upside
Balances
Modern Portfolio Theory
T3 Enterprise Conference
Advisor iPad App
Echosign
Concenter Services
Laser App Advisor Con 2015
Canterbury Consulting
securities and insurance industries
PortfolioCenter®
IPSAdvisorPro
Risk-Balanced Portfolios
Gemini Fund Services
Vestmark Manager Marketplace (VMM)
Fisher Investments
Morningstar, Inc.
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
eMoney’s emX Select platform
credit card processing
LPL Financial Holdings
Charles Sizemore
Silanis
Proposal Tool for Chapwood Investments
James Carney
robust backup features
paperless onboarding
Gregg Klein
Wealthbox CRM
Bob Stiess
Nationwide
The Markets
Aggregation
Mario Canas
SmartOffice
Daxs Stadjuhar
client feedback
John Mackowiak
Performance Center
IBackup®
Wells Fargo Advisors
registration checker tool
Tom Kimberly
App expansion
eVestment Spectrum Analytics
Matt Crisp
SS&C Technologies
Account opening and commissions
Digital Practice Management
ClientWorks
Redhawk
Julie Littlechild
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
AssetMark Advisor iPad
Fetterlogic
Mike Phillips
SugarCRM
Dr. David Lawrence
Commonwealth Financial Network
Kevin Crowe
brokerage and custody services
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Risk Analysis
online client engagement
Fox Financial Planning
Upside Advisor
Barrett Ayers
Financial Feed
Modestpark
Advisor Office
Concierge Service
CapGainsValet
Security
position data
iReach
Gemini Hedge Fund Services
fixed index annuities
Morningstar®
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
eMoney’s wealth management platform
LPL Financial LLC
check scanning
ProTracker
James Poer
robust technology capabilities
paperless processing systems
Wealthcare Capital Management
Bob Veres
Natural Language Processing
the Practice
AICPA
Envestnet | Tamarac's Advisor Xi
Customer Success Platform
Mark Balasa
SMAs
Dean Cook
Client Management System
Radar
John McArthur
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
regulatory compliance
eVestment Spotlight Analytics
Darren Tedesco
Matt Nelson
SS&C Technologies Holdings
account rebalancing software
direct online insurance offerings
ClientWorks platform
Juney Ham
SCANalytics
Peter Intraligi
inStream Solutions
XLR8
Northern Lights Distributors
TRX Edge
Atlanta
Attribution Analysis
Fidelity Center for Applied Technology
Mike Walsh
Suhail Ali
Advent Custodial Data
Dr. Noah Smith
Commonwealth’s Practice360º
Kevin Knull
browser in the cloud
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
risk engineering
online practice management platform
Fox Financial Planning Network
Uri Pomerantz
basic client interaction
Financial Personalities
modify portfolio exposures
TA Associates
Advisor Office platform
Ed Butowsky
conflict-free custody solution
Laser App Enterprise
Career Activity Management System
Positions
iRebal
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
Vestorly solution
flexibility to scale
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
AdvisorQ
emX
LPL Focus 2015
data analysis
Chicago
Simon Sinek
ProTracker Advantage
Jason Roberts
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
WealthCentral
Bobby Yazdani
Naureen Hassan
The Retirement Hub
Envestnet’s Advisor Suite®
Customizable Quarterly Investment Review Presentations
Mark Casady
Social Analytics
Raj Udeshi
John Ndege
Sales Cloud
performance expectations
IEC
Weston
regulatory compliance services and technology
NetXInvestor
Tom Schildhauer
AppHub
eWealthManager
Darrin Courtney
Matt O’Brien
SS&C Technologies Holdings, Inc.
account servicing
disparate and divergent solutions
Cloud applications
Insurance and Securities verticals
Retirement Plan Network
NorthStar
turnkey data science solutions
two-factor authentication
Audit Management
mitigate risk
Advent Direct
Community Blog
Kevin Kraus
Built In Token 2-Factor Authentication
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
user-friendly programing
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
Ed O’ Brien
Connections Console
Carson Wealth Management Group
service alerts
POWER
iRebal®
Riskalyze Autopilot
Gentech
Flexible Optimizer
Morningstar® Portfolio X-Ray®
TD Ameritrade's VEO
EMX Platform
CRM systems
LPL Focus Conference
data analysis solutions
Chris Casdia
single sign-on integration
ProTracker Cloud
Jason Wenk
Gustav Karner
Bonaventure Resort and Spa
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Envestnet’s Digital Advisor platform
customizable questionnaires
Mark Engelhardt
social collaboration
1-to-1 client relationships
DecisionCenter
Client Marketing Systems, Inc.
John Norwood
Performance Measurement
Impact Communications
Westport Resources
Rehmann
NetXInvestor®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Expanded Performance Details for Sample Portfolios
Maureen Duff
accounting software
Document Imaging
Cloud Desktop solution
Phil Sorgen
integrated cloud based technology
XTRAC App
RetireRisk
Audit Technology
Fidelity Institutional Wealth Services
Mitt Romney
Dropbox
company performance analysis
Kevin Miller
Business Analytics
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
risk management characteristics
Open View Gateway
Ft. Lauderdale
Behavioral Finance
financial planning and client engagement solutions
Tamarac's Advisor® Xi
Ed O’Brien
content aggregation
Laser App’s Software as a Service (SaaS) platform
cash posting
Service Cloud
Power of Together
iShares
Orion Discover
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
emX’s Vault
CRM technology
LPL’s Resource Center
data automation
Chris Casey
single-sign on capability
ProTracker Software
Jay Jay French
Ron Huddleston
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
customized analysis
2015 Peter L. Bernstein Award
Deena Katz
Client Meeting Support for Advisors
RCS Capital
Impact Technologies Group
Whitepaper
relationship solutions
new client electronic on-boarding
application program interface (API)
data aggregation functionality
AccountQ™
cloud-based archiving solutions
BranchNet
integrated CRM
Norwood Consulting
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
SunGard’s WealthStation
Duane D’Orazio
compete against other digital advisors
Kevin Paulsen
business and technology management
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
risk management platform
open-architecture platform
FTJ FundChoice
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
EDGAR filing agent
LaserApp
CEB TowerGroup
services and support for RIAs
PowerAdvisor
ISO
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
Vincent Guyaux
Black Diamond®
multi-block trading
TDA
end-of-life plan
CRM User Adoption
Luis Gomez
Data Cloud (Jigsaw)
Chris Momsen
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Roy Burns
Patrick Dempsey
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Eric Jardine
Cutting Edge Auditing
Mark Wilson
social media integrations
2015 Veo® Integrated Awards
Dennis Fox
real time balances
John Schobel
Salesforce CRM
Performance Reporting Capabilities
import tool
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
Total Rebalance Expert (TRX)
application programming interface
External IT Cloud Desktop
data aggregation solutions
Michael M. Carter
Stark & Stark
Accounts and Fact Sheets for Investments
Document Processing
cloud-based billing software
Junxure Cloud®
brand-centric theme customization
Schwab Advisor Services’
Integrated CRM Performance Dashboard
yHLsoft
Note Taking
Nova
unified cloud computing solutions
Automate Client Marketing
Fidelity Investments®
Mobile App 2.0
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Dynamic Rebalancing
compliance and security
Kevin Sweet
business development metrics
Scivantage
Portfolio Management Consultants
risk modeling
FTNI
Benjamin Birken
financial planning technology
MoneyGuidePro®
Tax Efficient Drawdown
Copytalk+
LaserApp Anywhere
Celent
Shane Bingham
PowerShares
iTunes App Stores
Rob Cirrotti
Orion’s Client Portal
Global Financial Private Capital
Vladimir Baranov
Black Diamond℠
multi-user support
Advisors Assistant’s CRM
end-‐to-‐end portfolio management
MacroRisk Analytics
data management solutions
Chris Wacker
SixThirty
Q-Suite
Run Smarter®
Patrick Flaherty
High-Performing Firms
WealthStation CompAct
Redhawk Wealth Advisors
Tim Welsh
Analytics Cloud
error checking
Cybersecurity
Market Movement Strategies (MMS)
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Denny Bottorff
Client Relationship Management (CRM)
Real-Time Data
John Vaccaro
Salesforce data migrator
performance reporting software
Income Generator
William Faulkner
Report Builder
Newgate Capital Management
Total Technology Platform
Arcons Technology
External IT's Cloud Desktop
State Income Tax Calculator
ACH origination
document storage software-as-a-service
cloud-based billing tool
Junxure Cloud® CRM
BrandYourself.com
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
