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BrandYourself.com Rolls Out Custom Services to Help Financial Advisors Grow Their Assets in 2015

Submitted by Technology Tools for Today on February 12th, 2015


BrandYourself.com, Inc. launches new services at the 2015 T3 Conference in Dallas, TX to help financial advisors best market themselves online to convert referrals.

“Even firms that derive most of their new business from referrals may find that those who were referred check out the advisor online first – now widely accepted as a basic form of due diligence when selecting a professional to work with,” says financial expert and Partner at Pinnacle Advisory Group, Inc. Michael Kitces.

Grendel and First Rate Streamline Investment Advisors Workflow with Integrated CRM Performance Dashboard

Submitted by Technology Tools for Today on February 12th, 2015


Real Time Integration of CRM and Performance Reporting Systems Will Save Advisors Time and Increase Client Engagement

Grendel, a leading purpose built CRM for Financial Advisors, and First Rate, a leading provider of performance measurement and client reporting solutions, announced today the release of their unified Performance Dashboard and Client Reporting Engine.

The new Performance Dashboard and Reporting Engine, powered by First Rate’s proprietary performance reporting engine, is now an integrated component of the Grendel and ARKON platform and changes the way financial professionals access this critical data.

RightSize Solutions Announces Industry-Leading Two-Factor Authentication at T3 Conference

Submitted by Technology Tools for Today on February 12th, 2015


Other New Integrations Help Advisors Remain Nimble and Stay Ahead of Security Regulations

RightSize Solutions, an intelligent cloud technology firm providing business and technology management to financial advisors, today at the T3 Technology Tools for Today conference announced three important new solutions for financial advisors seeking greater efficiencies and stronger data security.

Estate Assist Announces Tools To Help Financial Professionals Organize And Protect Client Assets

Submitted by Technology Tools for Today on February 12th, 2015


Professionals can now manage and protect clients’ entire asset pictures, including digital assets and identities, by using Safe by Estate Assist.

Estate Assist, a first-of-its kind company that protects individuals’ key documents, digital assets, and identities, now enables financial professionals to go beyond managing financial assets by using their flagship product, Safe.

With the popularity of robo-advisors on the rise, there is a growing need for financial professionals to differentiate their offerings and go beyond financial asset protection. Financial planners, advisors, and their firms can now work directly with Estate Assist to offer Safe to their clients and begin populating their clients’ important information and financial documents before transferring the account to the client.

Oranj Launches 2.0 at T3 Enterprise Conference

Submitted by Technology Tools for Today on February 12th, 2015


Personal Finance Management Application Redesigned; Helps Advisors’ Take Their Practice Into The Digital Age

Advisor practice management software innovator, Oranj, announces the launch of Oranj 2.0 at the 2015 T3 Conference. Version 2.0 has been completely redesigned and offers a fresh perspective on the personal financial management application. The new design supports the mission of offering a user friendly interface along with important financial information to help advisors’ clients and prospects stay connected to their financial accounts and goals.

AssetBook and Modestspark Announce Integration at #T32015

Submitted by Technology Tools for Today on February 12th, 2015


AssetBook, LLC. is formally announcing its new integration with Modestspark in the form of a robust platform for building RIA/Client relationships. They understand that advisors will need more than a portal or document vault and are leading the charge on meeting this need. The visualization in Modestspark is built on the data advisors trust from AssetBook. The Modestspark client application will come bundled with Radar, AssetBook's flagship portfolio management platform. Stop by the AssetBook booth at T3 for a preview of the application and get A Better View!

Quovo Integrates with Advyzon

Submitted by Technology Tools for Today on February 12th, 2015


Will Demo Enhanced Technology Hub at T3 Advisor Conference

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with technology hub Advyzon from yHLsoft, Inc.

Founded in 2012, Advyzon is an inclusive, scalable, cloud-based service that helps financial advisors grow their business efficiently and profitably. It includes client relationship management (CRM), portfolio management/performance reporting, monitoring, investment planning, and business intelligence.

Finametrica Launches Enhanced Risk Profiling System

Submitted by Technology Tools for Today on February 12th, 2015


“FinaMetrica Plus” Designed to Improve Client Relations and Help Advisors Properly Gauge Client Risk Appetite

FinaMetrica, a worldwide leading provider of risk tolerance assessment tools for financial advisors, announced today the U.S. launch of its new integrated and expanded risk profiling system, FinaMetrica Plus. The new system, which boasts a more user-friendly interface, is designed to raise the level of advisor-client engagement, help clients better understand their investments, and assist advisors in performing proper client risk assessment.

Advisors Assistant Announces HTML 5 Web App

Submitted by Technology Tools for Today on February 12th, 2015


Automatically Adapts to All Screen Sizes

Client Marketing Systems, Inc., parent company of the CRM program Advisors Assistant®, is pleased to announce Advisors Assistant Everywhere, an HTML5 version of the popular Advisors Assistant CRM with optional Portfolio Management and Insurance Management modules.

Orion Advisor Services Selects Vestorly for Digital Content Marketing Technology

Submitted by Technology Tools for Today on February 11th, 2015


Orion Client Portal Now Integrates Vestorly’s Content Curation Technology to Automate Client Marketing for Advisors

Orion Advisor Services and Vestorly announced today a powerful technology integration between Vestorly and Orion’s Client Portal that will provide advisors with the ability to automate their client and prospect communication marketing.

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