technology

Latest Collaboration Provides Clients with Enhanced Custodial Data Integrations across Solutions 

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider, is delivering more robust performance reporting capabilities to its advisor clients through expanded integrations with Advisoryworld, a leading provider of customizable p

CRM is a crucial component to your overall tech strategy. If you are struggling with user adoption, Paul Cantrell of Redtail Technology outlines some helpful steps you can take for a successful CRM implementation.

RegEd, the leading provider of technology solutions for Audit, Compliance and Risk Management for the financial services industry, announced today that it has expanded its Audit Management capabilities to include branch audit program Consulting Services and Outsourcing Services.   

Copytalk, LLC, the leading provider of secure transcription services for financial advisors, offers the convenience of their Mobile Scribe service from any mobile device, with the Copytalk+ application. 

FinaMetrica, the leader in psychometrically-based risk profiling software for financial advisors, will host two webinars in July that will help financial advisors grow their business by working more efficiently and proactively. The webinars will be conducted by Deborah Fox, CEO and Founder of Fox Financial Planning Network (FFPN).

During its annual EXPLORE event last week, Charles Schwab CEO Walt Bettinger and head of Schwab Advisor Services Bernie Clark commended independent registered investment advisors (RIAs) for their thriving business mod

Schwab Intelligent Technologies™ announced today new participants in Schwab OpenView Gateway™ along with enhancements to the Schwab Advisor Services proprietary web trading platform to increase the depth and breadth of Schwab’s technology offerings for advisors and better facilitate day-to-day business activities with both Schwab and their clients.

Junxure, an industry-leading CRM solutions provider and practice improvement firm for financial advisors (www.junxure.com), today announced that June 11 will mark the official marketing launch for Junxure Cloud™, the Company’s cloud-based CRM solution for financial advisors, and kick off a series of live preview demos of Junxure C

Pershing LLC, a BNY Mellon company, is previewing its next generation mobile solution for investment professionals today at the INSITE™ 2013 conference in Hollywood, Florida. The new version features a fully redesigned, sleek user interface and a variety of features aimed at making advisors more efficient and productive in their everyday activities.