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Junxure Cloud Receives XCelent Award for Best Technology for a Vertical CRM System By Celent

Submitted by Technology Tools for Today on August 21st, 2015


Junxure, an industry-leading CRM solutions provider for financial advisors, was recently recognized with the XCelent Award for Best Technology for a Vertical CRM for its cloud-based CRM platform, Junxure Cloud®.

Celent, a research and consulting firm focused on the application of information technology in the global financial services industry, conducted a study beginning in February 2015 on the North American CRM market for wealth management. Focusing on technology vendors that offered stand-alone solutions that serviced the advisor and relationship manager market, their report identifies major trends, CRM technology and functionalities, and client preferences by examining the leading vendors in the market. Detailed profiles of each vendor as well as comparisons and rankings are provided.

Envestnet to Acquire Yodlee

Submitted by Technology Tools for Today on August 13th, 2015


Combination accelerates the transformation of financial technology by delivering better relationships and greater lifetime value by connecting financial advisors, individuals and financial services providers.

Transaction expected to increase revenue and adjusted EBITDA growth rate.

Envestnet, Inc., a leading provider of unified wealth management technology and services to financial advisors, and Yodlee, Inc., the leading cloud-based platform driving digital financial innovation, today announced that the Boards of Directors of both companies have unanimously approved a definitive agreement under which Envestnet will acquire all of the shares of Yodlee in a cash and stock transaction valued at $18.88 per share, or approximately $660 million on a fully-diluted equity value basis. As Yodlee has approximately $70 million in cash and cash equivalents, the transaction reflects an enterprise value of approximately $590 million.

FinaMetrica and Redtail Join Forces to Offer Simple Best Practice Solution

Submitted by Technology Tools for Today on August 12th, 2015


FinaMetrica, the pre-eminent global provider of risk tolerance assessment tools, announced today an integration with Redtail Technology, a leading U.S. provider of client relationship management (CRM) systems for financial advisors.

The integration will allow advisors using the Redtail CRM to quickly and accurately assess a client’s risk tolerance score via both FinaMetrica’s 25 and new 12-question psychometric risk profilers. Redtail CRM users can launch FinaMetrica directly from a contact record from August 12th 2015. Joint webinar sessions will shortly be announced.

Orion Advisor Services, LLC Integrates with Financial Planning Provider Advizr

Submitted by Technology Tools for Today on August 12th, 2015


Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, has announced an integration pairing its technology platform with Advizr, a provider of financial planning software.

The Advizr and Orion integration empowers financial advisors to provide a higher level of service to their clients. Orion’s powerful account management and performance reporting software will feed directly into Advizr’s streamlined financial planning application.

Technology Changes Afoot at LPL - By Joel Bruckenstein, CFP®

Submitted by Technology Tools for Today on August 7th, 2015


LPL has done a considerable amount of work laying the technology foundation for the future, but much of the work was not apparent to advisors. Joel Bruckenstein provides his thoughts after attending the LPL Focus Conference.

LPL Financial is difficult to overlook. They serve over 14,000 financial advisors. In addition, their serves Institution Services arm serves approximately 700 regional and community banks and credit unions. Institution Services also provides clearing services to approximately 4,000 advisors affiliated and licensed with insurance companies through a unique outsourcing arrangement.

2nd Annual Fuse Tech Conference Hosted by Orion Advisor Services to Take Place In Park City

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


Joel Bruckenstein to serve as judge. Fuse 2014 award winners AdvisoryWorld, Riskalyze, Laser App, and Sagacious, Inc. will return to participate in Advisor FinTech Hackathon.

Orion Advisor Services, LLC, ("Orion") a portfolio accounting service provider for advisors, has announced it will host its second annual Fuse conference for financial technology developers. The event will again take place in Park City, Utah. The 2015 dates are  September 10th to 13th.

Salesforce Touts Advantages of Cloud Computing

Submitted by Technology Tools for Today on August 5th, 2015


Four reasons to move to the cloud plus eight fast facts about Salesforce.com

More and more businesses are moving to the cloud, especially in the fields of customer relationship management, accounting, and HR.

LPL Financial Announces Fee Reductions for Centrally-Managed Advisory Platforms

Submitted by Technology Tools for Today on July 28th, 2015


Advisors and investors will benefit from lower costs, including elimination of IRA maintenance fees

LPL Financial LLC, the nation's largest independent broker-dealer*, registered investment advisor (RIA), a custodian for and leading service provider to registered investment advisors, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that it is eliminating selected fees from its Model Wealth Portfolios (MWP) and Optimum Market Portfolios (OMP) advisory platforms. The announcement was made at LPL Focus 2015, one of the industry’s largest conferences, attended by approximately 7,000 people.

LPL Financial Launches Vendor Affinity Program

Submitted by Technology Tools for Today on July 28th, 2015


Program Designed to Provide Pricing Advantage for LPL Advisors and Opportunities for Greater Efficiencies in Operating Their Businesses

LPL Financial LLC, the nation's largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced the launch of its Vendor Affinity Program, a new initiative designed to help advisors reduce the complexity and costs of running their businesses. The program consists of a centralized repository of vendors that have agreed to provide their products and services to LPL advisors at discounted prices.

More Choice for Advisors: Another Top Technology Provider Partners With eMoney

Submitted by Technology Tools for Today on July 21st, 2015


Premier risk assessment software, Riskalyze, is now available within eMoney’s wealth management platform.

eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors, has announced that Riskalyze is now integrated as part of the emX Select dashboard in eMoney’s emX wealth management platform.

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