technology

TD Ameritrade Institutional Veo® Integration now available with Salentica CRM

goalgamiPro® and XLR8 applications deliver enhanced data capabilities to RIAs via the Salesforce AppExchange

Nearly 3,000 Registered Investment Advisors and industry leaders expected to gather in Orlando, Florida for insight and inspiration, January 29 to February 1, 2014

Former TD Ameritrade Institutional Executive to Provide Strategy and Advisory Support to Power Data-focused Marketing Startup’s Growth Plans

Firm Continues to Integrate with Leading Custodial Platforms to Abbreviate Trading and Portfolio Management Processes for RIAs

New portfolio rebalancing, forms management and CRM capabilities will help improve advisor efficiency and effectiveness

Innovative Combination of Technology and Personal Finance Content Will Enable Financial Professionals and Brands to Better Develop Client Relationships and Attract Prospects

Advanced CRM Solution for Independent Advisors and Broker/Dealers Brings Secure Functionality to the Financial Services Industry and an Ever More Mobile World 

SunGard has launched WealthStation CompAct, a new financial planning solution that gives advisors the ability to produce results-based, holistic financial plans quickly, simply and interactively.