Vanare

Integrated Wealth Management Platform Continues to Transform the Business Model for Financial Advisors

Vanare | NestEgg today announced the rollout of their newest feature, Spark, an online account opening product that supports 14 different account types, including individual, joint, IRA and trust accounts. This is the latest in a series of ongoing enhancements to the fully integrated wealth management technology platform built on Roboadvisor DNA.

Open Access to Vanare Platform Empowering Financial Institutions Customized Apps and Workflows

Vanare | NestEgg continues to enhance its wealth management technology platform built on Roboadvisor DNA, with the release of Synapse, a new product developed for financial advisors. Vanare’s RESTful application programming interface (API) provides a simple, flexible and scalable solution for firms looking to offer a digital experience for their prospects and clients.

Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.