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Total Rebalance Expert (TRX) Announces New Platform Enhancements with TRX Edge

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

Completely rewritten rebalancing technology solution now optimized for web delivery and mobile devices along with enhanced functionality

Total Rebalance Expert (TRX) announced today the availability of TRX Edge, a completely rewritten rebalancing platform featuring a more intuitive interface that is optimized for web delivery.  Additional functionality provides the ability to run on all mobile devices.

RiXtrema Helps Advisors Address “Robo” Challenge, Fill Sales Pipeline

Submitted by Technology Tools for Today on February 10th, 2015


Advisor BioniX Enhances Value and Increases Efficiency for Financial Advisors

RiXtrema today announced the introduction of Advisor BioniX, a new tool based on the portfolio management engine used by some of the top fund managers and financial advisory firms worldwide. “As robo advisors seek to commoditize the investment advisory business, financial advisors will be experiencing downward pressure on the fees that they are able to charge,” said RiXtrema President Daniel Satchkov, CFA. “Since they cannot efficiently increase volume the way low cost “robos” do, they are faced with declining margins and earnings. Advisor BioniX will remedy that situation by combining the benefits of a robo advisor with the advisor’s core competency of providing valuable, individualized advice.

Sheryl Garrett and Wealthminder Partner to Deliver New Planning and Investment Solution

Submitted by Technology Tools for Today on February 10th, 2015


Next Generation Practice Management and Client Communication Tool for Financial Advisors Being Announced at T3 Technology Conference

Wealthminder, a provider of financial planning and investment advice software, is partnering with Sheryl Garrett, CFP®, AIF®, founder of the Garrett Planning Network and a well-known advocate for mainstream Americans, to create a new practice management and client communication solution for financial advisors. This new offering – which builds on Wealthminder’s existing suite of tools – focuses on providing targeted needs-based financial plans. The solution equips advisors and clients with real-time visibility to both the plan and it’s implementation.

Pocket Risk Launches Risk Remark - A Community For Financial Advisors To Discuss Risk

Submitted by Technology Tools for Today on February 10th, 2015


Pocket Risk (www.pocketrisk.com), a leading risk profiling questionnaire provider announced the launch of an online community to help financial advisors discuss and learn more about risk (http://www.riskremark.com).

The online community allows financial advisors, academics and industry professionals to share ideas about better managing a client’s risk. The forum aims to create a lively debate about understanding a client’s goals, risk tolerance and risk capacity.

Laserfiche Connector “Makes FinTech Integrations a Breeze”

Submitted by Technology Tools for Today on February 10th, 2015


During a panel discussion on “What’s New in Enterprise Content Management Software” at the T3 Advisor Conference, Laserfiche will discuss its newest release: Laserfiche Connector, a simple, code-free way to integrate other applications with Laserfiche.

Joel Bruckenstein, Founder and Publisher of Technology Tools for Today, said, “Laserfiche Connector is perhaps the most important enhancement that Laserfiche has ever made available to financial advisors. It allows you to pull up all Laserfiche information in another application with one click. No coding is required, which makes FinTech integrations a breeze. This is perfect for CRM integration, but its potential uses extend well beyond that. This could be a real game changer for both existing Laserfiche customers, as well as other advisors who are looking for a robust ECM provider.”

TA Associates To Acquire Majority Interest In NorthStar

Submitted by Technology Tools for Today on February 9th, 2015


TA Associates, a leading global growth private equity firm, today announced it has signed a definitive agreement to acquire a majority interest in NorthStar Financial Services Group, LLC, and its nine subsidiary wealth management industry service providers. NorthStar’s management team will remain significant owners following closing, which is expected to occur in the second quarter of 2015.  Additional terms of the transaction were not disclosed.

Salentica® Announces Integration to Orion Portfolio Accounting System

Submitted by Technology Tools for Today on February 6th, 2015


Orion Advisor Integration now available with Salentica® CRM

Salentica is pleased to announce our latest integration with Orion Advisor Services, an industry leader in portfolio accounting for financial advisors. This integration features a single sign-on user experience from within Salentica CRM and provides users with a dashboard view into Orion’s application. In addition, users can look up a CRM Household to easily retrieve their Orion Portfolio Reports, Holdings, Performance or other Orion activities or drill down to a specific Account to view this data.

Advizr Announces Strategic Partnership with Blueleaf Portfolio Management and Reporting Software

Submitted by Technology Tools for Today on February 6th, 2015


Advizr, a next generation financial planning software, today announced a strategic partnership with Blueleaf, a leading client engagement, data automation and reporting platform for advisors and clients.

Two of the most intuitive and automated tools in the industry are partnering to create a very powerful solution for financial advisors. Together, Advizr’s simple but sophisticated financial planning software and Blueleaf’s householded data backbone, account aggregation and performance reporting will provide a new level of simplicity and automation in delivering high-quality holistic financial advice.

Financial Advisors Attending T3 Conference in Dallas In For A Few Surprises

Submitted by Technology Tools for Today on February 6th, 2015


Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Fidelity’s Purchase of eMoney

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


A T3 Special Report by Joel Bruckenstein

Now that the long rumored purchase of eMoney by Fidelity is official, we are already seeing wild speculation across social media about what this acquisition means for advisors and the competitive landscape. That being the case, we thought it timely to add our own perspective for subscribers as well as other interested parties.

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