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Vanare | NestEgg Announces First Customizable, Robo API at T3 Technology Conference

Submitted by Technology Tools for Today on November 2nd, 2015


Open Access to Vanare Platform Empowering Financial Institutions Customized Apps and Workflows

Vanare | NestEgg continues to enhance its wealth management technology platform built on Roboadvisor DNA, with the release of Synapse, a new product developed for financial advisors. Vanare’s RESTful application programming interface (API) provides a simple, flexible and scalable solution for firms looking to offer a digital experience for their prospects and clients.

Vanare | NestEgg continues to enhance its wealth management technology platform built on Roboadvisor DNA, with the release of Synapse, a new product developed for financial advisors. Vanare’s RESTful application programming interface (API) provides a simple, flexible and scalable solution for firms looking to offer a digital experience for their prospects and clients. According to Vanare’s executive team (who officially made their announcement at the third annual T3 Enterprise conference in Weston, Florida November 2), this is the first-ever fully customizable white-label robo advisor API allowing financial services firms the ability to create their own UI (user interface) so that their clients have a seamless experience using the firm’s existing web site.

Vanare is committed to providing innovative technology that enhances prospect and client service, long-lasting relationships, and higher enterprise value in order to catalyze profitable growth. Synapse helps advisors reduce time-to-market for digital client onboarding and roboadvisor options in order to serve both high-net-worth and mass affluent clients as well as serving Millennials.

Vanare's Chief Executive Officer, Rich Cancro, states, "Vanare understands that firms need new ways to connect with the next generation of clients, who are inheriting $18 trillion during the next two decades and are more comfortable with online services. Our Synapse API improves this capability, by simplifying the process to create custom mobile apps that are built-in to a firm’s robust wealth management system."

Custom front-ends leveraging this powerful API are fully supported and integrated into the full Vanare | NestEgg platform, allowing firms to track and analyze their digital client offering. Vanare’s clients can now natively build and connect each element of the user experience, including design logic, workflows, task management and other automated functionality. Distinctive features include online account opening, customizable questionnaires and Oauth2 user authentication security. Vladimir Baranov, Vanare’s Chief Technology Officer, mentioned "We are very excited about Synapse and looking forward to building technical community around this integration interface."

Vanare | NestEgg executives will be at the T3 Enterprise event, November 2-4, 2015, in Weston Florida, speaking with financial services firms and registered investment advisors who want to scale and grow using today’s best technology and trending insights. Chief Operating Officer, Lex Sokolin will address the general conference on Tuesday afternoon, November 3rd. His topic is “After Roboadvisors: A Millennial Perspective on Future-Technology That Will Fuel Wealth Management Hyper-growth.” As a Platinum Sponsor of the T3 event, Vanare will have a large and visible presence in the exhibit hall, where they will be providing demos of the complete Vanare wealth management platform.

About Vanare | NestEgg
Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and t flexibility across workflows, data and usability. With Vanare | NestEgg, RIAs can build client relationships through both traditional face-to-face advice as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the investment advisor community. To learn more, visit:  www.vanare.com, or contact the firm at info@vanare.com or on Twitter at @vanareplatform.

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