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Morningstar for Advisor iPad App Celebrates Birthday with an Upgrade

Submitted by Technology Tools for Today on January 29th, 2016


To mark the first anniversary of the launch of the Morningstar for Advisor iPad App, Morningstar delivered a major upgrade of the app to advisors. The app is included in the subscription price of Morningstar Office. The initial release of the app last year provided advisors with a client centric app which allowed them to review client information when away from the office and to present information on the iPad to a client during live meetings. This original version was very well received, garnering a 4.5 rating on the Apple App store.

This new version enhances the client centric features of the original version, and it adds new functionality as well. A new dashboard gives advisors access to the three areas of the app: The Markets, the Practice, and Clients & Portfolios. Advisors can also access support from the dashboard, as well as a search tool.

Much of the new functionality centers around the new practice summary. This view provides the advisor with consolidated reports and other information that is essential for running an efficient practice. This information is for internal use, not for use with clients.

Croesus Offers Custodial and Held-Away Account Data Aggregation through Its Integration with Morningstar ByAllAccounts

Submitted by Technology Tools for Today on January 18th, 2016


Croesus, a leading provider of wealth management solutions, and Morningstar, Inc., a leading provider of independent investment research, today announced at the AICPA Conference the integration of the Morningstar® ByAllAccountsSM aggregation service into the Croesus portfolio management platform for financial institutions.

The integration allows investment professionals to offer consolidated reporting through custodial and held-away account data aggregation from thousands of financial institutions and different account types, such as IRAs, trusts, 401(k)s, 529 plans, annuities, mutual funds, alternative investments and REITs. Aggregated account data includes investment positions, balances, transactions and securities.

Jay Jay French to Speak at T3 Advisor Conference

Submitted by Technology Tools for Today on January 18th, 2016


Joel Bruckenstein’s Technology and Practice Management Conference for Financial Advisors to Include Storytelling Workshop, a Spending-with-Impact Session, Tech Labs, The Finance Futurist, and Twisted Business Keynote

JayJayFrench.jpgJoel Bruckenstein, CFP®, producer of the T3 Technology conferences and other educational events/materials for the financial services industry, is bringing musician, entrepreneur and motivational speaker Jay Jay French to speak at the eleventh annual T3 Technology Conference for financial advisory firms. The event will take place February 10-12, 2016 in at the Marriott Harbor Resort in Ft. Lauderdale. Pre-conference activities will occur on February 9th.

Invesco acquires Jemstep, a market-leading provider of advisor-focused digital solutions

Submitted by Technology Tools for Today on January 12th, 2016


Invesco Jemstep will combine Invesco’s broad investment management expertise and Jemstep’s digital technology leadership to deliver a comprehensive solution that seeks to help financial advisors meet evolving client needs.

Invesco Ltd. has acquired Jemstep, a market-leading provider of advisor-focused digital solutions. An early and innovative entrant into digital advice, Jemstep was one of the first digital platforms to focus exclusively on helping advisors deliver professional advice to their clients online. The Jemstep platform enables wealth management home offices and their advisors with a full suite of technology solutions that are highly flexible, customizable and easily integrated into existing systems.

Laserfiche 10 Enables the Digital Workplace of the Future

Submitted by Technology Tools for Today on January 12th, 2016


During his keynote speech at the Laserfiche Empower 2016 Conference, the largest event in the enterprise content management software company’s 29-year history, Laserfiche President Karl Chan announced the immediate availability of Laserfiche 10. Featuring an extensive Business Process Library, Laserfiche 10 enables organizations to quickly optimize a variety of business processes—including case management, contract management and accounts payable, among others.

Rise of the eAdvisor

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


Joel Bruckenstein’s T3 Technology Conference for Financial Advisors will Provide Tools and Advice for Growth in the Digital World

Fintech expert Joel Bruckenstein, CFP®, has announced the preliminary agenda for the eleventh annual T3 Technology Conference for financial advisory firms. A mix of technology providers, data scientists and financial advisors will spend the three official conference days talking about the rise of the eAdvisor and how to better serve clients while scaling and achieving growth. The biggest and best technology companies and custodians as well as an exciting array of new and emerging fintech innovators will showcase their wares and share their futuristic insights at the Marriott Harbor Beach Resort in Ft. Lauderdale, February 10-12, 2016. Pre-conference activities will occur on February 9th.

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.

RiXtrema Researchers Win Prestigious Peter L. Bernstein Award

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


Honored for Extraordinary, Compelling Research

RiXtrema announced that an article written by four members of its executive and advisory team has been awarded the 2015 Peter L. Bernstein Award by Institutional Investor Journals. Risk Estimation and Hedging: A Reverse Stress Testing Approach was published in The Journal of Derivatives in April 2015. Authors were Yaacov Kopeliovich, Arcady Novosyolov, Daniel Satchkov and Barry Schachter.

Orion Advisor Services Launches Advisor Growth Engine “Orion Business Intelligence” Available Through Orion Connect Dashboard

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


Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service provider for financial advisors, today announced the launch of Orion Business Intelligence, after months of rigorous beta testing and implementation with advisor partners. The platform is the latest innovation from Orion, which had been offering Business Metrics Reporting and analytics to its advisors for more than three years. The new platform retains all of the reporting capabilities of the first generation system, but with substantial technical and visual enhancements, features and functionalities.

Join Joel Bruckenstein at the AICPA Advanced Personal Financial Planning Conference

Submitted by Technology Tools for Today on December 15th, 2015


Jan 18 - 20, 2016 | On-Site: Bellagio, Las Vegas, NV | Online: Live broadcast from the Pacific Time Zone

Noteworthy experts. Depth of content. Exceptional learning experience. You’ll find it all at the leading technical conference for financial planning professionals.

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