technology


"RetireRisk" Helps Advisors Enhance Value to Clients

RiXtrema today announced the introduction of "RetireRisk," a new tool that advisors can use to combine institution-quality risk analytics with retirement planning. The first of its kind, the tool enables users to see the results of RiXtrema's Portfolio Crash Test and also measure the impact of losses on the investor's long term retirement goals.

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.

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.

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced the launch of its Smart Form Tool, which allows broker dealers to customize preexisting forms by applying additional logic, thereby ensuring smooth order processing.

RIAs Can Save Time by Sending Trades Directly to Schwab Advisor Center® from Advisor® Xi with a Single Click

Envestnet | Tamarac^™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors, announces streamlined trade processing as part of its ongoing integration efforts with Schwab OpenView Gateway^™. Trades can now be sent directly from Tamarac's Advisor^® Xi platform to Schwab Advisor Center^®. This new integration, currently in pilot, will be rolled out to mutual advisor clients over the next few weeks of this quarter.

Two new products form one integrated solution enabling advisors to build a sustainable competitive advantage over online-only investing services

Orion Advisor Services, LLC (Orion) and Riskalyze today announced an expanded partnership with the coming launch of two new products: Orion Discover and Riskalyze Autopilot. Together these new products form an integrated solution that empowers independent advisors to build a sustainable, competitive advantage over online-only investing and robo-advisor services.

In the first quarter of 2015, Charles Schwab & Co. plans to launch their own robo-advisor platform for retail investors. The platform will be called Schwab Intelligent Portfolios.

The platform will feature portfolios of ETF’s selected by Schwab. The portfolios will be selected from ETF’s representing as many as 20 distinct asset classes. According to Walt Bettinger, President and CEO of Charles Schwab & Co., Schwab will go through an objective, institutional screening process to select investments that is more sophisticated than anything currently available to retail investors through other similar offerings. Eligible ETF’s will not be limited to Schwab ETF’s and ETF OneSource participants. Tax loss harvesting will be included in the offering for accounts with at least $50,000 in assets.

Advisor CRM Solutions Provider Also Announces 60-day Free Trial and Elimination of Minimum User Requirement on Junxure Cloud

Junxure (www.junxure.com), a leading CRM solutions provider for financial advisors that integrates technology, consulting, and training, today announced major enhancements in its upcoming update to Junxure Cloud – the comprehensive, cloud-based CRM/office management solution for advisors.

Joel Bruckenstein recently had an opportunity to chat with Tom Nallly, the President of TD Ameritrade Institutional, about his take on robo-advisors and how his firm is positioning their technology to help advisors compete in a world of rapidly evolving technologies. Bruckenstein has known Nally for a number of years, and says Nally has always been a straight shooter, which tends to make for interesting interviews. This one was no exception.

Orion Advisor Services, LLC Incorporates Laser App Anywhere to Enhance Mobile Technology

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced that Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, has implemented Laser App Anywhere to strengthen its advisors' mobile capabilities, allowing them to conduct business on any device from any location.