technology

Advicent announces the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality.

Every day, more Americans turn to the Internet and technology for answers to their financial questions, so the need for advisors to quickly adapt their online presence is critical. “Having a branded lead generation tool is a huge differentiator for advisors,” says Andrew Stevens, NaviPlan® product director at Advicent. “It not only makes it easy for new clients to find the information they crave, but also helps advisors position themselves as the financial expert online – turning their website into a lead generation tool that works 24/7 to fill their funnel with prospects.”

Salentica, a participating provider with Schwab Intelligent Technologies™, is pleased to announce Version 3 release of our Schwab OpenView Gateway™ integration. This release provides several new features including new data views for Cost Basis, Realized and Unrealized Gains/Losses and Tax Lot information.

Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion’s Portfolio Accounting Suite Through Junxure Cloud^™

Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management (“CRM”) solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that end, Junxure Cloud^™, Junxure’s new cloud CRM solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Junxure’s CRM and the reporting power of Orion’s portfolio management tools, all from the comfort of Junxure Cloud.

Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the general release of Junxure Cloud™, its comprehensive, cloud-based CRM/office management solution for financial advisors.

Innovative high net worth Personal Financial Manager for advisors now reporting on $7 billion, adding $600 million per month

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced today several milestones that represent fast growth and adoption of its industry leading technology.  In only its third year, Wealth Access now reports on $7 billion, adding an additional $600 million per month, up from $250 million per month in 2013.

New web-service integration eliminates manual data entry for Morningstar Office users

MoneyGuidePro®, a leader in goal-focused financial planning, and Morningstar, Inc., a leading provider of independent investment research, today announced greatly enhanced integration between MoneyGuidePro and Morningstar OfficeSM, the practice and portfolio management system for independent financial advisors.

TradeWarrior and Riskalyze announced an integration between the two firms today. The partnership provides advisors with the ability to export their model portfolio data from TradeWarrior into Riskaylze's risk analytics software. This will allow for greater efficiency and time savings for advisory firms.

Interactive iPad App for Advisors Delivers Powerful Business Development Capabilities

AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors, announced the launch of an iPad application with interactive business development capabilities that enable advisors to more easily build and enhance client relationships.

XTRAC Available on Salesforce1 AppExchange, The World’s Leading Business Apps Marketplace

Client-facing employees in highly regulated companies around the world now have access to business processing services that were once the sole purview of their operations and technology teams. XTRAC® Solutions, the independently operated Fidelity Investments® company that provides workflow and document management services, has been integrated with the Salesforce1 Customer Platform to streamline day-to-day operations for highly regulated companies and arm employees with the information they need to better serve their clients.

United Capital Adopts Vestorly Platform to Strengthen Communications with Clients and Prospects

United Capital, a national  registered investment advisory firm, announced today that it is leveraging Vestorly’s technology platform to provide its financial advisers with an advanced ability to share meaningful and personalized content experiences with both clients and prospects.