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Junxure Announces Alliance with Shareholders Service Group to Offer Enhanced Benefits to Independent Advisors

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


Junxure (www.junxure.com), an industry-leading CRM solutions firm for financial advisors, today announced its strategic alliance with Shareholders Service Group (SSG), which provides high-quality, dedicated services for independent registered investment  advisors.

Finance Logix Announces Integration Agreement with Morningstar

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


Data integration between industry-leading advisor technology platforms to facilitate financial planning process.

Finance Logix, a leading provider of financial planning and client engagement solutions, today announced an agreement with Morningstar, Inc., a leading provider of independent investment research, to integrate the Finance Logix platform and Morningstar OfficeSM. The Finance Logix platform is a customized end-to-end financial planning and client management solution and Morningstar Office is a research and practice management system for financial advisors.

AdvisoryWorld Unveils NewAdvisor Proposal Generator

Submitted by Technology Tools for Today on April 14th, 2015


AdvisoryWorld, a provider of investment analytics, portfolio modeling, and proposal generation technology for the financial services industry, today announced the release of AdvisoryWorld’s Advisor Proposal Generator application. Currently employed by several of the industry’s largest turnkey asset management programs (TAMPs), Advisor Proposal Generator creates risk profiles for financial advisors’ current and prospective clients, aids in construction of risk-adjusted model portfolios, builds impactful proposals and investment policy statements for financial advisors’ clients and prospects, and allows for straight-through-processing to new account creation.

External It Upgrade Democratizes Access To User Activity Improving Advisors It Security And Workflow

Submitted by Technology Tools for Today on April 2nd, 2015


Advisors now able to easily view user activity that tracks login location, IP address, time, and device for increased security. The Update gives advisors clear understanding of when and where applications are used resulting in a better workflow.

Lax Data Security and Mobile Misuse Puts Financial Firms at Risk

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


Entreda Co-Founders Provide Advice at FINRA/SIFMA Cybersecurity and T3 Technology Conferences

Today's increasingly mobile world is creating a more complicated risk management scenario for financial advisors and independent broker/dealers. Unless managed carefully, advisor use of apps and end devices such as mobile phones, tablets, laptops and desktop computers can put financial firms at risk. Entreda co-founders Sid Yenamandra and Farshad Ghaffari have been on the road, helping to educate financial advisors and allied institutions about problems and solutions.

Laser App Software Announces Open Registration for 2015 Financial Services Conference

Submitted by Technology Tools for Today on March 19th, 2015


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, announced today that registration for its 2015 Financial Services Conference is now open. This year’s conference will be focused on technology adoption for the broker-dealer community. It will be held August 18-21 at the San Diego Marriott Marquis & Marina.

AssetMark Enhances Advisor Mobility

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


New Version of iPad App Adds Client Meeting Support for Advisors on the Go

AssetMark, Inc. has released a new version of its AssetMark Advisor iPad application with additional capabilities for advisors on the go. The new version of the app gives financial advisors more access to detailed performance data when constructing sample portfolios and the ability to prepare more interactive portfolio reviews for existing clients.

Charles Schwab Launches Schwab Intelligent Portfolios™

Submitted by Technology Tools for Today on March 9th, 2015


Sophisticated, automated advice and money management with no commissions, advisory or account service fees

Charles Schwab today launched a fully automated investment advisory service, Schwab Intelligent Portfolios™, the only investment advisory service using sophisticated computer algorithms to build, monitor, and rebalance diversified portfolios based on an investor’s stated goals, time horizon and risk tolerance – without charging any advisory fees, commissions or account services fees.

Envestnet Continues Mission to Increase the Relevance of the Financial Advisor with Upside Acquisition

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


Envestnet, Inc, a leading provider of unified wealth management technology and services to financial advisors, announced today that it has acquired Upside, a technology company providing digital advice solutions to financial advisors. Terms of the acquisition were not disclosed.

Upside helps financial advisors compete against other digital advisors, or “robo advisors,” by leveraging technology and algorithms to advise, manage, and serve clients who want high quality, personalized investment services delivered to them when and where they want it. The company’s design-led, advisor-branded platform provides investors with an intuitive investment management experience, including paperless onboarding and required trading and rebalancing.

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