technology

Outlook Users Can Now Choose Archiving Method

Client Marketing Systems, Inc., parent company of the highly popular CRM program, Advisors Assistant®, is pleased to announce several new features that have been added to its Outlook email archiving function. These new features enable Advisors Assistant users to streamline how often they check Outlook for new emails and when they are archived.

More than half of independent registered investment advisor (RIA) (53%) staff view technology as a front office function – a key strategy for delivering a high-quality client experience, while building scale and differentiation for the firm – according to results of a survey of registrants at Schwab Advisor Services’ SOLUTIONS® workshops this past summer. In the survey, representing responses from more than 1,000 RIA firm staff, Schwab sought perspective on the changing role of technology in the advisor business and the related impacts on the client experience.

Orion Advisor Services, LLC (Orion) an accounting service provider for investment advisors, now offers deep integration between its reporting software and the HiddenLevers portfolio stress testing platform. Financial advisors using Orion can import accounts directly into HiddenLevers, and use the stress testing tools to help clients understand risk/reward trade-offs, showcase hedging strategies, and step up their overall practice.

Delivers enterprise-class security, peace of mind and the flexibility to work from anywhere

Entreda announced the availability of its Unify for Registered Investment Advisors (RIAs) service platform. Developed specifically to meet the needs of financial advisors, Unify for RIAs provides the highest standards of security to protect client information and assets while greatly reducing the time and effort needed to achieve technology compliance.

Record Attendance at Second Annual Conference Boosted by Sales on Junxure Cloud

Junxure (www.junxure.com), the RIA industry’s leading CRM and office management technology platform, will announce today at its second annual Advisor Conference at the Four Seasons Hotel in Las Vegas, NV, several major initiatives and results that show a growing momentum in the financial advisory industry.

Firm Brings Industry’s Top Software Developers to Park City, Utah, to Create Innovative Software Solutions for Investment Advisors

Orion Advisor Services announced it will host Fuse 2014, the inaugural edition of a new industry conference for financial services software companies. The weekend conference will bring together developers from the financial services sector’s leading software firms to create collaborative projects that will solve problems for investment advisors.

Advent Direct® Investor Management and Other Solutions are Previewed to More than 1,000 Investment Management Professionals at Annual User Conference in Las Vegas

Advent Software, Inc., a leading provider of software and services for the global investment management industry, today commenced its annual AdventConnect conference taking place through September 10, 2014 at the Wynn Las Vegas. The conference hosts more than 1,000 attendees from across the investment management industry to exchange best practices, discuss new technologies, and preview the latest innovations from Advent.

New Redtail CRM User Interface Incorporates Morningstar’s Proprietary Research and Analytics

Redtail Technology, a leading provider of client relationship management (CRM) software, and Morningstar, Inc., a leading provider of independent investment research, are working together to simplify an advisor’s practice by providing seamless access to Morningstar’s proprietary research and analytics directly within a new Redtail user interface that will launch in the fourth quarter.

Designed to Elevate the Investor Experience and Enhance Firm Level Productivity

Powerful, Flexible, and Intuitive New Investor Experience, Enhanced Rebalancing, and New Firm and Enterprise Management Capabilities

Advent Software, Inc. at its annual client conference in Las Vegas, NV shared a preview of the next generation of its Black Diamond wealth management platform, which marks a major step in its evolution from a pioneer of cloud-based portfolio management and reporting technology to a full-featured wealth management platform. In addition to its industry leading reporting solutions the Black Diamond platform also offers an intuitive, native rebalancing application, firm and business intelligence reporting, data mining, and a dedicated service model designed to provide growing, sophisticated advisory firms with a solution that enhances the service they provide their clients and boosts firm productivity so they can grow with scale.

Grand prize winner to receive Smarsh Site plus 12 months of website hosting

Smarsh^®, the leading provider of hosted archiving solutions for compliance and e-discovery, today announced the launch of its “Smarsh My Site” contest. The grand prize winner will receive a business-level website from Smarsh Sites, the website hosting and production platform optimized for the financial services industry. The grand prize also includes one year of free hosting.