PCS Recordkeeping System Integrates Fi360 Toolkit
The integration allows advisers to access client data in their Fi360 Toolkit, according to the firms, with the goal of streamlining business processes and better serving clients’ needs.
Tag: CRM software
Redtail Survey Shows Increased Use of Mobile CRM Solutions
Advisers discuss the software their firms currently use, how they access client information, and how succession planning figures into the future of their practices.
Morgan Stanley Revamps Advisory Platform With WealthDesk
After being one of the first national firms to address the DOL’s now-defunct fiduciary rule, the firm says it is turning a new page in client service and adviser support by launching its digital WealthDesk platform.
SEI Seeks Greater Workflow Automation Through Advizr Partnership
Through this expansion, SEI’s BusinessWise program will deliver enhanced financial planning tool to help advisers make actionable plans for individual clients.
RetireUp Announces Wealthbox Integration for Advisers
The integration brings together retirement income planning software with a web- and mobile-based CRM application.
Schwab OpenView Adds Riskalyze and Autopilot Platforms
The collaboration of Riskalyze and Charles Schwab will ease
an adviser’s workflow challenges and allow for greater efficiency, says Kyle
Van Pelt, vice president of partnerships at Riskalyze.
Envestnet | Tamarac Launches Portfolio and Client Management Platform
The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business.
The Value of Transparency in Participant-Level 401(k) Data
The technology conversation is no longer simply about the
amount of data available, but rather how it is used and, more specifically, how
granular it is, as to the view it affords advisers.
BrightPlan Launches ‘Hybrid-Robo’ Advisory Service
The inspiration to create BrightPlan was based on the idea
that everyone deserves access to trusted, affordable financial advice that
supports long-term financial goals.
Riskalyze Launches Retirement Solution With Vestwell
The two firms hope to allow advisers to access a new version of Vestwell’s retirement planning portal on the Riskalyze platform.
Redtail Unveils ‘Redtail Speak’ Compliance Solution
The firm says this “first
of its kind compliance-approved text messaging solution for financial advisers”
helps maximize convenient client communication.
Orion Announces Two New Offerings for Advisers
The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents.
Cybersecurity Must Be C-Suite Concern at RIAs, Brokers and Managers
In conversation with PLANADVISER, cybersecurity attorney and
former SEC staffer Marlon Paz suggests it is absolutely essential for advisory firms
to have a senior executive “not just appointed but also empowered” as the chief
information security risk officer.
Assessing the Impact of Major Investment in Advisory Tech
The financial services and retirement advisory industry has collectively
invested tens, if not hundreds of millions of dollars in the last decade to
boost the use of big data technology; one researcher asks how it’s all paid
off.
CUNA Enhances Tech Offerings for Advisers
The new PlanOnTarget initiative gives CUNA’s adviser clients
new digital capabilities including self-service dashboards and enhanced
analytics.
ERISApedia Launches Benchmarking Tool
The tool will help advisers provide plan sponsors with relevant feedback about operational and performance comparisons to their peer group.
FIS Revamps Small-Balance Advice Solution
The new solution uses robo-advisory and automation technology from Trizic to enable FIS clients to cost-effectively manage smaller-balance accounts.
Shareholders Service Group Adopts Advicent Tech
The new partnership shows brokerage firms serving RIAs are committing to delivering new fiduciary-minded technologies, especially scalable personalized advice solutions.
Product Restrictions, Platform Limitations, Drive Adviser Attrition
New Cerulli Associates research identifies “pain points” at
the root of advisers’ decisions to change firms—and what leadership can do to
address staff concerns before losing key advisers.
New Solution Automates Adviser Marketing Efforts
The solution is built around automated newsletters that
establish regular contact with clients and prospects.