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Strange Bedfellow? - By Joel Bruckenstein, CFP®

Submitted by Technology Tools for Today on October 23rd, 2015


Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

T3 Enterprise Conference Promises Exciting Presentations and Tech Announcements

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


Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together 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.

Junxure Announces Latest Wave of Technology Innovation with ClientFirst Initiative and ClientView Portal

Submitted by Technology Tools for Today on October 8th, 2015


Fresh off its industry recognition by wealthmanagemment.com for best CRM for Junxure Cloud, Junxure, a CRM solutions provider for financial advisors, today unveiled at the Junxure Advisor Conference its latest technology initiative – ClientFirst, set to debut in 2016.

“ClientFirst is a comprehensive suite of client engagement and efficiency tools within Junxure Cloud that help firms deliver targeted, segmented client service,” said Greg Friedman, President and Co-founder of Junxure. “By automating workflow, advisors can combat ‘robo’ platforms while focusing on deepening client relationships.”

RetireUp Integrates with Riskalyze

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


Advisors Rejoice: Interactive Planning with Risk-Balanced Portfolios

RetireUp, the innovative cloud-based platform that allows advisors to create and run detailed retirement scenarios in real time, today announced its integration with Riskalyze, the world’s first risk alignment platform for financial advisors.

Docupace Technologies and FolioDynamix Announce Strategic Relationship

Submitted by Technology Tools for Today on October 1st, 2015


Integration of FolioDynamix’s Wealth Management Technology Platform and Docupace’s ePACS® Straight-through Processing Solution to Enable SEC/FINRA-Compliant Electronic New Account Opening

Strategic Relationship to Seamlessly Transition Wealth Management Account Opening Process to the Cloud

SunGard launches investor financial planning apps through Windows Store

Submitted by Technology Tools for Today on September 23rd, 2015


SunGard, in collaboration with Microsoft Corp., has launched a series of five financial planning applications, available through Windows Store, to help individuals improve their ability to reach their financial and retirement savings goals. The tools run quick assessments of an investor’s position to achieve their retirement objectives, show strategies to improve retirement funding, and illustrate fundamental financial planning preparedness.

Orion and Wealth Access Integrate Platforms; Expand Service Offering To High Net Worth Clients Via Financial Advisors

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


Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, has announced its latest integration partner:  Wealth Access, Inc., (“Wealth Access”) the industry’s leading independent provider of personal financial management tools to registered investment advisors and their high net worth clients.

The new integration combines advanced data reporting from Orion’s platform with the personal financial management capabilities of Wealth Access, providing the advisor with a comprehensive view of their client’s complete wealth picture. Advisors will receive an aggregated, daily feed of their clients’ accounts directly from Orion, which they can view as a full net-worth report in Wealth Access.

Entreda Enters Relationship With Scottrade® Advisor Services On Cybersecurity Compliance Automation

Submitted by Technology Tools for Today on August 26th, 2015


Entreda’s Unify Software Offered to Financial Advisors using the Scottrade® Advisor Services Platform

Entreda today announced that it entered into a relationship with Scottrade® Advisor Services to make Entreda’s Unify cybersecurity policy enforcement software and services available to advisors using Scottrade Advisor Services as a custodian. Under the new agreement, the two companies will offer cybersecurity best practice webinars to advisors using Scottrade Advisor Services, who will now be eligible for discounted pricing on Entreda’s Unify software that automates cybersecurity and compliance with SEC/FINRA regulations.

NorthStar Financial Services Group LLC Expands Omaha Corporate Campus, Breaks Ground on New $6.3 Million Facility

Submitted by Technology Tools for Today on August 26th, 2015


NorthStar Financial Services Group, LLC (NorthStar), a holding company for several subsidiaries which manage and service financial assets, is breaking ground today on its second building on the Omaha, Nebraska campus.

Collectively, the NorthStar companies are currently home to 709 employees and $325 billion in assets under management and administration. The approximately $6.3 million expansion is a result of impressive growth at NorthStar and its subsidiaries, including the hiring of 326 new employees company-wide since January 2014.

Salesforce Introduces Salesforce Financial Services Cloud: Transforming the Client-Advisor Relationship

Submitted by Technology Tools for Today on August 25th, 2015


Salesforce, the Customer Success Platform and world's #1 CRM company, today introduced Salesforce Financial Services Cloud, transforming the client-advisor relationship for the digital age. With Salesforce Financial Services Cloud, the company’s first industry-specific product, Salesforce is empowering advisors to build deeper, 1-to-1 client relationships, be more productive, and engage more holistically with clients anywhere and on any device. Leveraging the new Salesforce Lightning Experience, an entirely new user experience which also launched today, Salesforce Financial Services Cloud is modern, intuitive and intelligent, bringing new levels of efficiency to advisors.

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