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Vestorly Partners with Advisor Websites to Enhance Client Engagement and Lead Generation

Submitted by Technology Tools for Today on August 1st, 2014


Combination of industry leading technologies will help advisors grow their businesses through online channels

Vestorly, a leading client engagement and lead generation platform, and Advisor Websites, a leading provider of websites to advisors, announced a joint venture to develop highly engaging websites that build advisors’ brands with investors, as well as generate qualified leads for marketing purposes.

Riskalyze Adds 140,000 New Investment Assets to Risk Engineering Platform

Submitted by Technology Tools for Today on August 1st, 2014


A Faster, Smarter and More Flexible Tool for Advisors

Riskalyze, the company that invented the Risk Number™, today announced a big upgrade to the Portfolios feature of its flagship risk engineering software for investment advisors.

Advicent Adds NaviPlan LEADS™and Integrations withMorningstar OfficeSMand Redtail CRM to the NaviPlan® Tool

Submitted by Technology Tools for Today on July 22nd, 2014


Advicent announces the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality.

Every day, more Americans turn to the Internet and technology for answers to their financial questions, so the need for advisors to quickly adapt their online presence is critical. “Having a branded lead generation tool is a huge differentiator for advisors,” says Andrew Stevens, NaviPlan® product director at Advicent. “It not only makes it easy for new clients to find the information they crave, but also helps advisors position themselves as the financial expert online – turning their website into a lead generation tool that works 24/7 to fill their funnel with prospects.”

Salentica Releases Support for Move Money and Cost Basis Information in Salentica CRM for Schwab OpenView Gateway™

Submitted by Technology Tools for Today on July 17th, 2014


Salentica, a participating provider with Schwab Intelligent Technologies™, is pleased to announce Version 3 release of our Schwab OpenView Gateway™ integration. This release provides several new features including new data views for Cost Basis, Realized and Unrealized Gains/Losses and Tax Lot information.

Orion and Junxure Partner to Create Fully Integrated CRM/Portfolio Management Platform

Submitted by Technology Tools for Today on July 15th, 2014


Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion’s Portfolio Accounting Suite Through Junxure Cloud™

Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management (“CRM”) solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that end, Junxure Cloud™, Junxure’s new cloud CRM solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Junxure’s CRM and the reporting power of Orion’s portfolio management tools, all from the comfort of Junxure Cloud.

Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors

Submitted by Technology Tools for Today on July 9th, 2014


Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial advisors.

Wealth Access Experiencing Rapid Growth and Momentum in Wealth Management Industry

Submitted by Technology Tools for Today on July 8th, 2014


Innovative high net worth Personal Financial Manager for advisors now reporting on $7 billion, adding $600 million per month

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced today several milestones that represent fast growth and adoption of its industry leading technology.  In only its third year, Wealth Access now reports on $7 billion, adding an additional $600 million per month, up from $250 million per month in 2013.

MoneyGuidePro® Announces Enhanced Integration with Morningstar Office

Submitted by Technology Tools for Today on July 8th, 2014


New web-service integration eliminates manual data entry for Morningstar Office users

MoneyGuidePro®, a leader in goal-focused financial planning, and Morningstar, Inc., a leading provider of independent investment research, today announced greatly enhanced integration between MoneyGuidePro and Morningstar OfficeSM, the practice and portfolio management system for independent financial advisors.

TradeWarrior and Riskalyze Announce Integrated Partnership

Submitted by Technology Tools for Today on June 26th, 2014


TradeWarrior and Riskalyze announced an integration between the two firms today. The partnership provides advisors with the ability to export their model portfolio data from TradeWarrior into Riskaylze's risk analytics software. This will allow for greater efficiency and time savings for advisory firms.

AssetMark Launches Mobile Channel to Support Advisors on the Go

Submitted by Technology Tools for Today on June 19th, 2014


Interactive iPad App for Advisors Delivers Powerful Business Development Capabilities

AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors, announced the launch of an iPad application with interactive business development capabilities that enable advisors to more easily build and enhance client relationships.

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