account aggregation

Today, at the 2015 Technology Tools for Today (T3) Advisor Conference,  Rushmore Advisor Services (www.rushmoreadvisor.com) officially announced the release of its online practice management platform for registered investment adviser (RIA) firms.

Will Demo Enhanced Technology Hub at T3 Advisor Conference

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with technology hub Advyzon from yHLsoft, Inc.

Founded in 2012, Advyzon is an inclusive, scalable, cloud-based service that helps financial advisors grow their business efficiently and profitably. It includes client relationship management (CRM), portfolio management/performance reporting, monitoring, investment planning, and business intelligence.

Advizr, a next generation financial planning software, today announced a strategic partnership with Blueleaf, a leading client engagement, data automation and reporting platform for advisors and clients.

Two of the most intuitive and automated tools in the industry are partnering to create a very powerful solution for financial advisors. Together, Advizr’s simple but sophisticated financial planning software and Blueleaf’s householded data backbone, account aggregation and performance reporting will provide a new level of simplicity and automation in delivering high-quality holistic financial advice.

The Silicon-valley based firm unveils new online client engagement and enrollment platform for advisors at T3 Conference in Atlanta

Jemstep, a pioneer in the online investment advice industry, today announced the launch of its new Advisor Pro platform at the T3 Conference in Atlanta. The new offering provides a robust consumer-centric platform for advisors to engage, enroll and service their clients online. The company also confirmed it has been approved as a partner on TD Ameritrade’s Veo platform, and has integrated with DocuSign to provide a paperless client onboarding process.

Proprietary Technology Provides Greater Depth and Reliability

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with the Orion Advisor Services platform. “With easier to use, more reliable data management features and flexible, tiered pricing based on numbers of accounts synced per advisor, account aggregation will be accessible to a broader population of Orion advisors than ever before,” said Quovo’s chief executive officer Lowell Putnam.