DocuSign

New White-Label Platform, Unveiled at TD Ameritrade National LINC Conference, Enables Advisory Firms to Rapidly Deploy Their Own Digital Advice Solution

Advisor Software, Inc. ("ASI") rolled out a new white-label robo advisory platform at the TD Ameritrade National LINC conference in Orlando, Fla., today. The new platform, ASI Digital Advisor^™ (http://advisorsoftware.com/digital-advisor.html), is designed to enable financial advisors to quickly enter the automated digital advice marketplace.  

ASI Digital Advisor is a complete solution for onboarding and managing investment advice clients. The application includes a lead-generation component that an advisory firm can deploy from their existing website, and a fully mobile-responsive investor portal from which clients can monitor their investments from any web-enabled device.  

During a panel discussion on “What’s New in Enterprise Content Management Software” at the T3 Advisor Conference, Laserfiche will discuss its newest release: Laserfiche Connector, a simple, code-free way to integrate other applications with Laserfiche.

Joel Bruckenstein, Founder and Publisher of Technology Tools for Today, said, “Laserfiche Connector is perhaps the most important enhancement that Laserfiche has ever made available to financial advisors. It allows you to pull up all Laserfiche information in another application with one click. No coding is required, which makes FinTech integrations a breeze. This is perfect for CRM integration, but its potential uses extend well beyond that. This could be a real game changer for both existing Laserfiche customers, as well as other advisors who are looking for a robust ECM provider.”

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.

WHAT: The Laser App 2013 conference brings 300 broker-dealer executives and software providers into a collaborative environment to focus on technology trends and integrations.

TD Ameritrade Institutional Announces Integration of Laser App^® Anywhere: a New Cloud-Based Tool to Help Advisors Complete Forms Faster and on Mobile Devices