Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.
Fund Firms Lag in Social Security Support to Advisors
Only BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
Junxure Announces New Envestnet, Schwab Integration Features
Highlights of Junxure Version 9.5 include enhancements with Schwab OpenView Gateway.
Disruptive Trends in Planning Software, Pt. 2—The Rise of ‘Middleware’
How will two powerful technology trends play out for financial planners and impact their use of software in the coming years? There are several powerful implications.
Kitces on Top 3 Topics for Advisors in 2013—Topic 2: Tablets
Many advisors already have tablets, but as prices decline and more clients get the devices, and as advisor-specific applications are introduced, advisors will face a new challenge.
Fix the Conference Exhibit Hall - Part Two
Following up on our suggestions to improve the exhibit-hall experience, we explore if there's a better way for exhibitors to pitch their products and services.
TD Ameritrade Adds CRM Offerings on Its Veo Platform
Now added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.
Junxure CRM Announces TD Ameritrade Veo Integration
Technology and practice management consulting firm Junxure announced on Tuesday that it has integrated with Veo, TD Ameritrade Institutional’s comprehensive trading and account management platform.