AdvisoryWorld

​TradePMR Extends Free Month-Long Trial of AdvisoryWorld Reports on Demand via Fusion Advisor Workstation

TradePMR, an Introducing Brokerage Firm that provides brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients, today announced their partnership with AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, proposal generation, and customized investment technology for the financial services industry. Through the partnership, TradePMR advisors will now have immediate access to AdvisoryWorld's Portfolio and Investment Fact Sheets via the TradePMR Fusion Advisor Workstation. Additionally, Trade PMR is extending a month-long free trial offer of these AdvisoryWorld Reports on Demand to current advisors beginning on March 16, 2016 and ending on April 16, 2016.

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.

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.

Partners With AdvisoryWorld and Orion Advisor Services to Create New Industry-Leading Technology Programs for FTJ FundChoice Advisor Clientele

FTJ FundChoice, a national turnkey asset management program (TAMP) with over $4.8 billion assets under administration (AUA), today announced the release of Market Movement Strategies (MMS), an investment management and reporting technology platform that offers prospective client risk analysis, private label proposal generation, risk-based portfolio construction, and ongoing private label reporting. The MMS platform release also includes the launch of two new strategists to the FTJ FundChoice Strategist Program, Vanguard and Loring Ward, and the addition of diversifer portfolios and research through a new partnership with Rocaton Advisors and an expanded model offering from CLS Investments and Meeder Investment Management.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and 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.

Partners with Chapwood Investments to Produce Prospecting App

AdvisoryWorld, a leader in portfolio analysis, investment planning and proposal-generation software, has developed a customized, and investor-facing, version of its Proposal Tool for Chapwood Investments, a Registered Investment Advisor headquartered in Plano, Texas.  This interactive web-application enables advisors to show prospective clients whether or not the risk/return characteristics of their portfolios are out of alignment with their risk profile and financial objectives.

Redhawk Wealth Advisors, Inc., a leading full-service turnkey RIA, partnered with AdvisoryWorld in order to enhance the services and tools for affiliated advisors. Redhawk will integrate the AdvisoryWorld SCANaltyics portfolio analytics, investment planning and proposal generation application into its advisor platform.

AdvisoryWorld, a leader in asset allocation, portfolio analysis and investment planning software, today announced the integration of their SCANalytics software with MoneyGuidePro’s financial planning software. “We are very pleased to announce this integration,” said AdvisoryWorld COO Michael Wilson. “AdvisoryWorld has always held a core belief that Financial Planning and Investment Planning are mutually inclusive pillars of financial advice.  By linking our respective offerings, MoneyGuidePro and AdvisoryWorld immediately add efficiency to the day-to-day workflows of hundreds of common clients.”

Take a look at this short (and fun!) video from AdvisoryWorld Financial Technology. It points toward the value of attending the T3 conference as a financial advisor ... in this case "Joe Advisor" and showcases a couple of T3's long-time sponsors.