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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Fisher Investments
unified cloud computing solutions
Automate Client Marketing
unified managed account
automated portfolio management
Mobile app
eMoney’s wealth management platform
Sustainable Retirement Income
Kevin Paulsen
Scott Parry
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
open-architecture platform
FTJ FundChoice
BrandYourself.com
variable annuities
Best Technology for a Vertical CRM
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Tax Lot information
Advisor Software, Inc.
LaserApp
Dean Cook
Shannon Dempsey
PowerAdvisor
ISO
compliance and security
Robb Baldwin
Orion Portfolio Reports
George Will
business development metrics
Wall Street Journal
Black Diamond℠ platform
multi-block trading
eVestment Spotlight Analytics
Technology adoption
Advisory World
Luis Gomez
direct online insurance offerings
SixThirty FinTech Accelerator
psychometric risk tolerance test
Jeff Norris
Copytalk+
Rushmore Advisor Services
Patrick Dempsey
Celent
WealthStation Financial Planning
NaviPlan® financial planning tool
time-effective onboarding experience
Andrew Rogers
Mark Wilson
Dr. David Lawrence
Social Security Analyzer
Aaron Guidotti
real time balances
John Schobel
Salesforce Financial Service Cloud Integration
Performance Reporting Capabilities
import tool
Chris Wacker
Windows™ PowerShell
reporting
New Microsoft Dynamics®
Financial Feed
Touch functionality
ARKON
Michael M. Carter
state‐of‐the‐art forms-filling technology
Junxure Cloud®
Cybersecurity
Schwab Advisory Services
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
RIA Benchmarking Study
Note Taking
fixed index annuities
unified wealth management technology
Automated Workflow
Mobile App 2.0
emX
Symantec VIP integration
Kevin Sweet
data analysis
Portfolio Management Consultants
cloud-based CRM platform
Risk Number®
FTNI
Bret Baier
VAs
MoneyGuidePro®
Envestnet’s Advisor Suite®
tax planning
LaserApp Anywhere
PowerShares
iTunes App Stores
ComplianceQ
Robert Arnott
Orion’s Client Portal
Global Financial Private Capital
business intelligence
Walt Bettinger
Blaze Portfolio
multi-user support
eWealthManager
Technology Integrations
MacroRisk Analytics
disparate and divergent solutions
Q-Suite
Copytalk+ Smartphone App
Russ Thornton
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
WealthTechs
Redkite
Fidelity Center for Applied Technology
timeframes
Andrew Rudd
Market Movement Strategies (MMS)
Dr. Noah Smith
Social Security Optimizer
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
Salesforce Financial Services Cloud
performance reporting software
Income Generator
CIO Review
WinOps
reporting capabilities
Newgate Capital Management
Financial Personalities
Trade Strategy Visualization
Artificial Intelligence
Ed Butowsky
Steve Dunlap
ActiFi Client Engagement
Junxure Cloud® CRM
Cybersecurity and Compliance
Schwab IMPACT 2013
PIEtech, Inc.,
integrated receivables management
client relationship solution
Zywave
RIA in a Box
Nova
flexibility to scale
Unify
Automated workflows
Mobile Application
EMX Platform
Synapse API
advisor and client portals
data analysis solutions
portfolio management process
investment policy statement
cloud-based IT
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
Vendor Affinity Program
Bill Good
MoneyTree
Envestnet’s Digital Advisor platform
tax-aware trading program
Advisor View
DecisionCenter
Sharing
J. Kelley Williams, Jr.
compliant ready platform
Robert Eggebrecht
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
Warren Mackensen
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
technology solutions
AdvisoryWorld Financial Technology
Maggie Crowley
Document Imaging
Small Businesses
Quadron Data Solutions
Cory Haberkorn
Russell Leto
Patrick Yip
Holdings
centralized and tailored user experience
Web App Single Sign On
TJ Jones
Andrew Stevens
Marketing Center platform
Sonia Rosenbaum
Abby Schneiderman
Real-time Profile Tracking
CSIA
Salesforce.com
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Women Investors
Reporting Console for Each Office
Next Generation Investor Portal
Artisan and Grendel
Michael Spellacy
Ed O’ Brien
Steve Sanduski
ActiFi software suite
Junxure CRM
Damian Gallina
Schwab Independent Advisor Outlook Study
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
“Robo” Challenge
RIA/Client reletionships
November 2-4, 2015
Flexible Optimizer
Unify Cloud Disaster Recovery
automating portfolio management
Mobile channel
emX’s Vault
T. Rowe Price
Kirk Hulett
data automation
Scottrade® Advisor Services Platform
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Optimum Market Portfolios
Fuse 2014
VEO
Bill Laird
monitoring
tax-losses
Advisor View™
Laserfiche Connector
Deena Katz
Sherri DuMond
practice management
J. Richard Coe
Composite Holdings Report
Robert Moore
Outlook email archiving
goalgamiPro
business valuation knowledge
My Wall
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
MagniPost
Smarsh
Quadron Data Solutions™
Jenny Richards
Cory Olson
Paul Cantrell
Homrich Berg
Cetera
web-based applications
Fidelity Institutional Wealth Services
To-Do Lists
Andrew Tognela
Marketing Cloud
Dropbox
Sophie Schmitt
acceptable and unacceptable tolerance standards
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
Salesforce1 Customer Platform
industry related forms
Cities Digital’s MagniMail
Woodrow Levin
Next Generation of Integration
financial planning and client engagement solutions
TradeWarrior
Ashley Globerman
Michael Stier
Ed O’Brien
Steven D. Kelly
activity streams
Junxure® CRM
Damon Deru
Schwab Intelligent Integration®
Client Service Monitor
Oauth2 user authentication security
October 13
Florida
Unify Software
automation software tool
mobile connectivity
end-of-life plan
Advisor Con
Krilogy Financial
Data Cloud (Jigsaw)
seamless advisor integration
portfolio management system
investment screening functionality
cloud-based platform
risk profiling questionnaire provider
Optional Tax Management
Fuse 2014 award
Brett Thorne
Veo Open Access
monthly compliance checklists
Eric Jardine
Advisor Websites
Laserfiche Document Management
Dennis Fox
Sheryl Garrett
practice management solutions
composite performance reporting
Outsourcing Services
goalgamiPro®
business valuations
Blu Giant, LLC
myeDocumentsuite.com
External IT Cloud Desktop
Technology Tools for Today 2014 Conference
Advisor® Xi
maintenance of composites
Document Processing
Smarsh My Site
qualified fiduciary advisors
Jenze Bosma
Cost Basis
SaaS
Paul Polese
hosted archiving solutions
Cetera Financial Group
web-based client management software
Nerd’s Eye View
Marketing Gorilla System
Duane D’Orazio
sophisticated computer algorithms
rebalance
Joseph Miola
custodial data file import process
Informatica
CitiMortgage
Wordpress platform
reporting solutions
Next-Generation Advisor CRM®
Trading Processes
ASI
EDGAR filing agent
Stifel
Activity tracking and corporate memory
Junxure’s cloud-based CRM/office management solution
Dan Arnold
Schwab Intelligent Portfolios
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
Office 365
FMG Suite
Unify’s Cloud VPN
Autopilot
mobile devices
end-‐to-‐end portfolio management
Advisor Convention October 7-8
Kyle Hiatt
data management solutions
seamless forms-filling capabilities
portfolio management tools
cloud-based portfolio management
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
Veo Open AccessSM platform
Bill Stone
error checking
TD Ameritrade Holding Corporation
advisor workflow partnership
Lex Sokolin
Denny Bottorff
PreciseFP
J.P. Morgan
Composite Portfolio Review
robo advisors
packaged web design
Google Analytics integration
ByAllAccountsSM
Wealth Access Estate Platform 3.0
External IT's Cloud Desktop
tenth annual T3 Technology Conference
Advisor® Xi suite
manage cash flows
document storage software-as-a-service
Smarsh Sites
quantitative risk technology
cost-efficient beta exposure
SaaS-based payment processing platform
Household Balance Sheet
Chad Blythe
web-based CRM
Redtail Technology CRM
Fidelity Investments®
Todd R. Crockett
Ann Haas
Marketware International
Dynamic Rebalancing
Spark
Account Alerts
Rebalancer
Joseph Mrak
Custodial Data Integrations
San Diego
Pershing LLC
InformationWeek 500
client acquisition
workflow solutions
ReportQ
next-generation wealth management platform
financial planning technology
Trading Strategy Checklist
asset allocation mappings service
Michelle Smith
Strategic Advisor
Adhesion
Dan Brownell
Schwab Intelligent Portfolios™
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
RightSize Solutions
Office of the Future
Folio Institutional
United Capital
Back Office Solutions
mobile forms-filling
Enhanced Capital Partners
T3 Advisor Tech Conference
Ladenburg Thalmann Financial Services Inc.
data protection
Search Engine Optimization
portfolio mappings services
InvestmentNews
cloud-based solutions
Optionsplay®
Fusion® Advisor Workstation
Veo®
Morningstar Advisor
eSignature Capabilities
Advisor Xi
LiquidHub
Depository Trust and Clearing Corporation
predictive analytical tools
Jackson
CompositeBuilder
Robo-Advisers
Panoramix
Google Play
CAIS
BlueSky
FA Insight
The Efficient Practice
management fee
Docupace
Smart Form Tool
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
Safe by Estate Assist
Paul West
household-‐level rebalancing
Chad Centorbi
web-based portfolio management software
Reduce computer sprawl
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Tom Doherty
Ann Marie Stieler
Martin L. Flanagan
Account Details
rebalancing
Joseph Starinsky
San Diego, CA
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
Worldox
required trading and rebalancing
NFP
financial planning tool
asset gathering
Microsoft
Edward Jones
Strategic Integrated Online Account Processing
advanced data reporting
Dan Hunt
Schwab Intelligent Technologies
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
Interview
Rio Hotel & Casino
FolioDynamics
United Capital Financial Advisors
back-office solutions
Mobile Optimization
enhanced client communication
Advisor FinTech Hackathon
lagging performance duration and timeframe priorities
Data-Driven Insights
search engine optimization tagging
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
risk tolerance assessment tools
Brian Semitekol
verification
Bill Wostoupal
Morningstar Analyst Rating™
Estate Assist
TD Ameritrade Institutional Veo®
Lori Hardwick
detailed financial planning
SIFMA/FINRA Cybersecurity Conference
PRNewswire
Jackson app
comprehensive portfolio management
Robo-advisor
Panoramix™
Gradient Investments
CAM
wealth management technology
Narrator Clients™
Farshad Ghaffari
The E‐Valuator
Advizr and Orion integration
Docupace ePACS®
Smart Office
Quantum
Jim Patrick
couple’s report
Sagacious, Inc.
PCI-compliant platform
householded data backbone
Chapwood Investments
web-based software portal
RegEd
NetExchange Client
Fidelity’s Technology and Operations Consulting
Tom Embrogno
Anna Curry
Mary Ellen Whiteman
eAdvisor
sqope
account management software
rebalancing capability
Josh Brown
Custodian
scalable personal finance data platform
Personal Finance Management Application
Inside Information
Client Data Automation
WorthFM
RESTful
NFP Advisor Services Group
Financial Transmission Network Inc.
Trizic
AssetBook
Microsoft Corp
Efficient Technology
Streetscape
advanced wealth planning solutions
Kanchana Chalia
Dan Santner
Schwab OpenView Gateway®
Intraday Integration
Clients & Portfolios
Rio Hotel & Casino in Las Vegas
Online Account Management
up-to-date account data
BakerAvenue Asset Management
Mobile Productivity
enhanced mutual funds order management
T3 Conference Anaheim, CA
Advisor Impact
Las Vegas
DataPro
Securities America
portfolio risk
Investor360°
CNN Money
Risk Tolerance Questionnaire
order processing
Garrett Planning Network
Vestmark
Morningstar for Advisors App
estate management
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Loring Ward
Digital Advice
Signix
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
Robo-Shield™
Paperclip
Great Kight
CAM System
Wealthbase
Narrator™ application builder
The Future of Risk is Here: Enhance Your Value or Perish
Mara Laisson
Docupace Technologies
Smarter Prospecting
Questar Capital℠
Joe Duran
Craig Smith
HTML5 version
Wednesday July 22, 2015
registered investment advisors
NetExchange Select
Figlo
Annuities + Insurance
Mary Ferguson
EAI
sqopeTM Score
account opening
Juan Williams
Custom Cloud (Force.com)
Scalable workflow tools
personal financial management
Insights on Advice
client database portal
X-Ray Reports
Retirement Hub app
Nobel Foundation
FinFolio
Trust Company of Sterne Agee
Microsoft Dynamics CRM
Electronic Signing
advanced workflow tools
Karl Chan
portfolio applications
intraday quotes
ClientView Client Portal
Risk Alignment Platform
online account opening
Forbes
Upside
Balances
Mobile Scribe Service
enrollment platform
T3 Enterprise Conference
Advisor iPad App
securities and insurance industries
Portfolio Snapshot
iPad app
Cohesive Client Management Process
Risk-Balanced Portfolios
Gemcom
Brian Stimpfl
Vestmark Manager Marketplace (VMM)
ETF OneSource participants
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
Silanis
Productivity
Jackson.com
computer-based modeling system
robust backup features
paperless client onboarding process
Cameron Routh
Wealthbox CRM
Bob Stiess
Nathan Lucius
The Markets
Aggregation
Maree Moscati
SmartOffice
Quik! Form
Joe Ruzycki
create and manage portfolios
pensions
Human Finance Project
Wells Fargo Advisors
registration checker tool
NetExchange View
filter and cross reference data
Tom Kimberly
App expansion
Matched Portfolio
Earnings Potential
SS&C Technologies
Account opening and commissions
rebalancing solution
customer acquisition
SCANaltyics
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
XCelent Award
retirement income planning tool
FinFolio’s Portfolio Management Software
AssetMark Advisor iPad
Mike Capelle
eliminating selected fees
Sugar Ray Leonard
Kelly Caffrey
Daniel Inveen
Schwab OpenView MarketSquare®
Portfolio Building
intuitive user-experience
ClientWorks
Risk Analysis
Online Account Opening & Transfer
Upside Advisor
Barrett Ayers
Model Wealth Portfolios
Enterprise Content Management Software
Advisor Office
Laser App 2015 Financial Services Conference
Security
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
digital financial solutions
Proposal Generation Capabilities
Jackson®
Concenter Services
robust technology capabilities
paperless enrolment
Greg Vigrass
Canterbury Consulting
Wealthcare Capital Management
Bob Veres
National Financial Partners Corp.
February 4, 2015
the Practice
AICPA
Marie Swift
Dominey Stewart
SMAs
Quik! Forms
John Hancock
credit card processing
Salentica’s Data Broker
Performance
Charles Sizemore
Wes Stillman
regulatory compliance
Matt Abar
EarningsQ
SS&C Technologies Holdings
account rebalancing software
rebalancing workflows
Jud Mackrill
SCANalytics
personal financial management platform
instantaneous stress testing
client feedback
XLR8
normalization
FinFolio’s WorkStation
TRX Edge
Atlanta
Mike Ethridge
Eliza De Pardo
SugarCRM
Darren Tedesco
Schwab OpenView Mobile
portfolio construction capabilities
Invesco
ClientWorks platform
risk engineering
online advisor-client collaboration
forms library
Uri Pomerantz
basic client interaction
Modern Portfolio Theory
enterprise-grade data management platform
TA Associates
Advisor Office platform
Laser App Advisor Con 2015
David Canter
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Riskalyze and RetireUp Integration Demo
Gemini Fund Services
brokerage and custody services
Vestorly solution
Morningstar, Inc.
ETF’s
TD Ameritrade National LINC Conference
AdvisorQ
LPL Financial Holdings
Digital Fortress
Simon Sinek
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
Rocaton Advisors
paperless onboarding
Gregg Klein
CapGainsValet
WealthCentral
Bobby Yazdani
Nationwide
Fee Calculation Details
The Retirement Hub
Mario Canas
Donald Capone
Social Analytics
John Mackowiak
Sales Cloud
Performance Center
IBackup®
check scanning
Weston
regulatory compliance services and technology
FinaMetrica Plus
Tom Schildhauer
AppHub
Matt Crisp
easily view user activity
SS&C Technologies Holdings, Inc.
account servicing
Redhawk
Julie Littlechild
Customer Success Platform
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Retirement Plan Network
Northern Lights Compliance Services
FINRA and SEC technology guidelines
turnkey data science solutions
Attribution Analysis
Ellen Smith
Suhail Ali
Advent Custodial Data
Kevin Cimring