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Vanare | NestEgg Announces New Online Account Opening Product for Financial Advisors and Institutions

Submitted by Technology Tools for Today on December 17th, 2015


Integrated Wealth Management Platform Continues to Transform the Business Model for Financial Advisors

Vanare | NestEgg today announced the rollout of their newest feature, Spark, an online account opening product that supports 14 different account types, including individual, joint, IRA and trust accounts. This is the latest in a series of ongoing enhancements to the fully integrated wealth management technology platform built on Roboadvisor DNA.

Spark features a choice of DocuSign, Inc. (DocuSign®) electronic signature or validated printed documents, full process visibility with an easy-to-track dashboard, an efficient approval process and the ability to combine custodian and advisor documents into a single digital envelope. By reducing the paperwork overhead and eliminating “Not in Good Order” forms, an advisor saves time and can enhance their client experience with improved service and speed. Spark also enables clients, in addition to advisors, to initiate the new account opening process, and can be integrated with Vanare’s private-label roboadvisor offering (NestEgg) and API (Synapse).

"The development and deployment of Spark builds on Vanare’s mission to provide financial advisors and institutions with innovative technology that leads to enhanced client service, long-lasting relationships and higher enterprise value,” said Rich Cancro, founder and CEO of Vanare. “The online new accounts feature is a quick and intuitive straight-through workflow enabling advisors to jumpstart relationships with faster and better service to their clients."

Spark is available as a standalone client onboarding system, or as a fully integrated feature of Vanare’s wealth management platform serving both traditional and roboadvisor clients.

BEST-IN-CLASS INTEGRATION WITH DOCUSIGN AND CABINET SAFE
Vanare uses DocuSign to provide industry-leading eSignature and client verification solutions to Spark, supporting a faster, easier, more convenient and secure transaction experience.

Cabinet SAFE, a FINRA-compliant solution deployed by NMS Imaging, was chosen to provide Spark’s document storage capability. Advisors can quickly archive a paperless solution that will scale with business growth. The document management software allows for the ability to share highly sensitive information with clients and colleagues without the security risks of email or the delay of the regular mail.

“Vanare is committed to the continual evolution of a fully integrated wealth management platform that enhances asset growth for advisors and strengthens their client relationships,” said Lex Sokolin, COO of Vanare. “Cabinet SAFE’s ease of use, robust integration capabilities, and scalable model make their solution a perfect fit.”

“Being a part of Vanare's innovative wealth management platform is truly exciting for both NMS Imaging and Cabinet,” said Andy Morrison, major account executive for NMS Imaging. “Vanare brought the power, flexibility, and financial industry-specific functionality of our product to their customers in a thoughtful and easy to use solution. Rich and his team at Vanare have vision and capability that make them a great partner to work with.”

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 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, contact the firm at info@vanare.com or follow at @vanareplatform.

ABOUT DOCUSIGN, INC. 
DocuSign® is changing how business gets done by empowering more than 100,000 companies and more than 50 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device with trust and confidence. DocuSign replaces printing, faxing, scanning and overnighting documents with the easiest, fastest, most trusted way to make every approval and decision digital. Organizations of all sizes, industries and geographies are accelerating contracts, approvals and workflows with DocuSign’s eSignature software and Digital Transaction Management (DTM) platform. DocuSign keeps life and business moving forward. For more information, visit http://www.docusign.com, call +1-877-720-2040, or follow us on Twitter, LinkedIn and Facebook. Copyright 2003-2015. DocuSign, Inc. is the owner of DOCUSIGN(R) and all of its other marks (www.docusign.com/IP). All other marks appearing herein are the property of their respective owners.

ABOUT CABINET SAFE AND NMS IMAGING
The Cabinet SAFE document management software suite allows financial advisors and other organizations to enjoy the efficiency, security and compliance benefits of a paperless office without traditional barriers to entry. Located in the technology hub of Huntsville, Alabama, Cabinet specializes in industry-specific configurations designed to help businesses quickly achieve paperless solutions that scale with business growth, deliver bottom-line savings and improve client service. Learn more about cabinetpaperless.com, follow Cabinet on Twitter at @cabinetSAFE or subscribe to the Cabinet YouTube channel at youtube.com/cabinetpaperless. Incorporated in 1971, NMS Imaging is a highly qualified boutique information management integrator serving North America's most innovative organizations. The company's expertise involves developing systems that integrate document images, intelligent capture, data resources and workflow technology into powerful information management tools that achieve real measurable benefits. Cabinet's robust cloud and on premise platforms are a key component in NMS Imaging's offering. NMS Imaging is a certified Small Business, GSA Contractor headquartered in Silver Springs, MD. To learn more, visit: www.nmsimaging.com, contact the firm at info@nmsimaging.com or call 301-622-4300.

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