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How to Utilize Robo Technology To Profit From the Revolution” Part 2 of the How to Build a Robo-Shield™ Series

Submitted by Technology Tools for Today on February 9th, 2016


A seismic shift is emerging in the robo technology space. Many robos have pivoted away from the direct-to-consumer model to instead work directly with early adopter financial advisory firms.

Fox Financial Planning Network (FFPN) is announced the availability of a new industry white paper, which is the first practical guide for choosing and implementing robo technology within a financial advisory firm.

The report covers the different robo varieties and service models, how robo tech is being used today and the four types of clients to serve and how. Advisers are also provided with four specific actions they can take to protect their firms from the fee compression triggered by the direct-to-consumer robo-advisers.

Folio Institutional’s Greg Vigrass to Discuss Adding Value in a Digital World At 2016 T3 Advisor Conference

Submitted by Technology Tools for Today on February 8th, 2016

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Vigrass will address the need for advisors to shift their attention away from the hype surrounding digital advisors and focus instead on the new rules of service, value, and client engagement, as well as the key to understanding millennial investors.

BillFin Solution from Redi2 Gains Momentum with Independent Financial Advisors

Submitted by Technology Tools for Today on February 8th, 2016


New Integrations, Marketing Agreements and Enhanced Features Attract New Users

Redi2 Technologies' BillFinTM solution has been steadily gaining traction since its introduction in 2015. Independent RIAs, dually registered advisors, and the custodians and broker/dealers that serve them are quickly recognizing the benefits of simple, customizable billing software that is cost-effective and scalable.

BillFin is the first cloud-based billing software solution that integrates seamlessly with other products such as CRMs, portfolio management systems, custodians, and data aggregators. Redi2 has recently introduced several product enhancements including family/household billing; ability to offer percentage discounts; and additional fee schedule flexibility.

Advisor Software Launches New Robo Advisor Platform

Submitted by Technology Tools for Today on February 5th, 2016


New White-Label Platform, Unveiled at TD Ameritrade National LINC Conference, Enables Advisory Firms to Rapidly Deploy Their Own Digital Advice Solution

Advisor Software, Inc. ("ASI") rolled out a new white-label robo advisory platform at the TD Ameritrade National LINC conference in Orlando, Fla., today. The new platform, ASI Digital Advisor™ (http://advisorsoftware.com/digital-advisor.html), is designed to enable financial advisors to quickly enter the automated digital advice marketplace.  

ASI Digital Advisor is a complete solution for onboarding and managing investment advice clients. The application includes a lead-generation component that an advisory firm can deploy from their existing website, and a fully mobile-responsive investor portal from which clients can monitor their investments from any web-enabled device.  

TD Ameritrade Agrees to Acquire Assets of FA Insight, Delivering Big Data Capabilities to Independent RIAs

Submitted by Technology Tools for Today on February 5th, 2016


Advisors will gain access to industry-leading research and customized benchmarking data that can fuel stronger business performance

TD Ameritrade, among the largest providers of custody and brokerage services to independent registered investment advisors (“RIAs”), has agreed to acquire the research, benchmarking and consulting capabilities of FA Insight, a combination that will give advisors ready access to some of the industry’s deepest and most comprehensive collection of business information.

Adhesion Announces Enhanced Digital Advice Platform Capabilities in Conjunction with Riskalyze

Submitted by Technology Tools for Today on February 5th, 2016


iRebal to Power Platform's Rebalancing Engine for RIAs at TD Ameritrade Institutional

Adhesion Wealth Advisor Solutions ("Adhesion"), a leading Unified Managed Account (UMA) platform committed to Registered Investment Advisors (RIAs) and fee-based advice, responds to strong customer interest and shifting industry demographics, with the launch of a unique RIA-branded, digital advice service. An industry first, Adhesion's platform will enable RIA firms to extend their client service delivery model with a "robo-like" capability, coupled with numerous low-cost, open-architecture investment options.

TD Ameritrade Institutional Puts a Social Spin on Traditional Advisor Advertising

Submitted by Technology Tools for Today on February 5th, 2016


The Human Finance Project Taps the Power of Real Stories to Raise Awareness of Registered Investment Advisors (“RIAs”)

TD Ameritrade Institutional’s1 latest marketing effort is sure to get independent registered investment advisors (“RIAs”) talking. Forget the stock photos, celebrity spokespeople and stale headlines: the Human Finance Project breaks the traditional financial services advertising mold by putting RIAs front-and-center and in control of a multi-media campaign.

Envestnet | Tamarac Integrates with TD Ameritrade Institutional's Veo® Platform

Submitted by Technology Tools for Today on February 5th, 2016


Advisors Utilizing Tamarac's RIA platform Advisor® Xi can Access Real-Time Data , Alerts and Custodial Documents for Client Accounts Custodied at TD Ameritrade Institutional

Envestnet | Tamarac has implemented the first phase of integration between its web-based Advisor® Xi suite for independent RIAs and the Veo® custodial platform from TD Ameritrade Institutional. Advisors using Advisor Xi now have instant access to real-time account details, alerts, balances, and realized gains/losses for client accounts custodied at TD Ameritrade Institutional.

Croesus Offers Morningstar Portfolio Snapshot and X-Ray Reports

Submitted by Technology Tools for Today on February 4th, 2016


Croesus, a leading provider of wealth management solutions, today announced at the TDAI National LINC Conference that it is now offering the Morningstar® Portfolio SnapshotTM and X-RayTM Reports within its client reporting functionality.

The reports present a detailed overview of clients’ most important portfolio information. The Morningstar Portfolio Snapshot Report includes style diversification, risk and fundamental analysis, sector weightings, asset allocation and performance. The Morningstar X-Ray Report summarizes the underlying portfolio holdings, risk/return analysis, regional and sector exposure, and investment style.

T. Rowe Price Launches New Workplace Retirement Site

Submitted by Technology Tools for Today on February 2nd, 2016


New site aims to increase retirement readiness among plan participants

T. Rowe Price has officially launched a redesigned Workplace Retirement site for its nearly 2 million plan participants, aimed at increasing retirement readiness. The new digital experience was shaped by participant feedback during robust testing, as well as the recognition that online behavior has changed significantly over the years. The new site is fully responsive, presenting the optimal browsing experience for the user's device.

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