technology

Tools Designed to Increase Advisor Efficiency

NFP Advisor Services Group today unveiled two new technology solutions for financial advisors.

The 2013 Fidelity RIA Benchmarking Study Reveals Smart Technology Adoption Contributing to High-Performing Firms’ Success

Fidelity Institutional Wealth Services®ⁱ, a leading custodian for registered investment advisor (RIA) firms, today released findings from The 2013 Fidelity RIA Benchmarking Studyⁱⁱ, which found “High-Performing Firmsⁱⁱⁱ” are seeing 1.5x the growth, 1.3x the profitability and 1.5x the productivity of “All Other Eligible Firms^iv.” The study explored the factors contributing to High-Performing Firms’ success, and found that while focusing on a range of areas was important, these firms also have in common a focus on smart technology adoption.

Schwab Announces Roll Out of Schwab OpenView Mobile Enabling RIAs to Quickly Deliver a Branded Mobile Presence for Their Firms

After a successful pilot, Schwab Performance Technologies^® (SPT) announced today the roll out of Schwab OpenView Mobile, a customizable app that RIAs can use to create a turnkey, branded mobile presence for their firms, enabling 24/7 connection with clients. SPT will work with participating firms to create the firm-branded app and each firm will then submit their app to Google Play and iTunes App Stores.

AdvisoryWorld, a leader in asset allocation, portfolio analysis and investment planning software, today announced the integration of their SCANalytics software with MoneyGuidePro’s financial planning software. “We are very pleased to announce this integration,” said AdvisoryWorld COO Michael Wilson. “AdvisoryWorld has always held a core belief that Financial Planning and Investment Planning are mutually inclusive pillars of financial advice.  By linking our respective offerings, MoneyGuidePro and AdvisoryWorld immediately add efficiency to the day-to-day workflows of hundreds of common clients.”

Together goalgamiPro® and Orion Connect provide enhanced financial planning, CRM and reporting capabilities

Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for the financial advisor market, announced today a partnership with Orion Advisor Services, LLC ("Orion") to integrate the two companies' software applications for financial advisors.

Strategic partnership breaks down historical barriers to rapid adoption of data aggregation

MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and broker-dealers with new data aggregation functionality at an attractive price. Analyzing the historical barriers to implementing data aggregation solutions, MoneyGuidePro and Yodlee have come together to create a solution that is easy to implement and valuable to advisors’ bottom line.

Advisor feedback from the start leads to intuitive design, time-saving features

Scottrade^® Advisor Services announced today its new custodial platform, which is set to dramatically reduce the time registered investment advisors (RIAs) spend online managing accounts so they can spend more time serving their clients.

Provides automated new client electronic on-boarding to the Insurance and Securities verticals

As institutional portfolios are increasingly made up of more complex and diverse investments, the tools used to analyze and select strategies must offer increasingly sophisticated analyses.

Formerly NetExchange Client®, the new site experience has been redesigned and rebranded as NetXInvestor to deliver a highly customized, seamless experience for investors of all generations