technology

"CAM" System Streamlines Important Data “Interactivity”

Client Marketing Systems, Inc., parent company of the highly popular CRM program Advisors Assistant®, is pleased to announce the integration of the Career Activity Management (CAM) System, and Advisors Assistant.

External IT, a cloud-based IT outsourcing firm that focuses on RIAs and Broker Dealers, and Junxure, an industry-leading provider of CRM technology and office management solutions for financial advisors, today announced a partnership focused on better servicing financial advisors by integrating their IT architecture and all of their business applications on one easy-to-access cloud based platform. Junxure is the first industry application provider to take advantage of this and espond to the growing need to enhance the value that financial applications deliver to advisors.

Personalized portfolio management platform combines institutional-grade data with analytics and crowd-sourced social analysis to provide actionable insights to the retail investor

Scivantage^®, a Global FinTech 100 technology provider of information-enabled software dedicated to transforming complex information and processes into intuitive user experiences for the financial services industry, announced today the release of sqope™, performance measurement and reporting software that transforms the online investment experience with dynamic portfolio analytics, crowd-sourced social analysis, and intuitive, visual dashboards tailored to the retail investor.

Customer relationship management platform is designed to expand and enhance the firm’s core technology offerings

LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced a new relationship with Redtail Technology, Inc. (Redtail).

From its 2014 Financial Services Conference, Laser App Software is pleased to announce it has added 40 new customers so far in 2014. The forms-filling and automation management software provider sites the growing need for advisor efficiency as a key driver of broker-dealer and advisor adoption of its solutions.

Platform expands and enhances the firm’s core technology offerings

LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today unveiled ClientWorksSM, a next-generation technology solution for advisors and institutions that will seamlessly integrate and expand its offerings.

New enhancements will leverage Morningstar and client-specific classifications for multiple views of securities, investors, accounts and portfolios

Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced asset allocation reporting enhancements with the integration of Morningstar data, providing greater depth and breadth of analytics and reporting for advisors as well as investors.

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.

Combination of industry leading technologies will help advisors grow their businesses through online channels

Vestorly, a leading client engagement and lead generation platform, and Advisor Websites, a leading provider of websites to advisors, announced a joint venture to develop highly engaging websites that build advisors’ brands with investors, as well as generate qualified leads for marketing purposes.

A Faster, Smarter and More Flexible Tool for Advisors

Riskalyze, the company that invented the Risk Number™, today announced a big upgrade to the Portfolios feature of its flagship risk engineering software for investment advisors.