I’ve been on the road Monday through Thursday, sharing information on how advisors can use transformative technology in their businesses today. Despite my travel, I am still keeping you informed on the top stories in tech this week.
Here are this week’s stories of interest:
Orion Updates Advisor Desktop for RIAs from AdvisorOne.com
[Orion is in the news again, this time announcing updates to its rebalancing tool to provide household-level management.] Orion Advisor Services unveiled the latest release for it Advisor Desktop portfolio management suite for RIAs on Monday with new features designed to make it easier for advisors using the primary database management tool to rebalance their clients’ portfolios and create tax efficient strategies at the household level.
Fidelity is set to add Envestnet, Redtail, Morningstar, AppCrown and Salesforce to WealthCentral from RIABiz.com
[If you’re a major custodian, you have technology news to share leading up to November. Case in point: Fidelity announces key integrations for its advisors.] As part of an accelerating arms race among RIA custodians, Fidelity Investments has more than doubled — to 11 from five — the number of vendors it plans to invest in integrating as part of its WealthCentral platform.
Trust Company of America is giving RIAs more weapons for free-wheeling from RIABiz.com
[Trust Co. of America announced its Liberty mobile platform two weeks ago. Hear from affiliated advisors on the benefits they see in the system.] Advisors currently using the product say that it takes the use of a mobile platform to a new level because everything that can be seen on a PC can be seen on a smart phone or tablet in the exact same configuration.
Advisor Software Debuts goalGetter App for iPad from Financial-Planning.com
[Today, if you don’t have a solution for mobile devices, iPad in particular, you might as well go back to the drawing board with your strategy. Here’s another iPad app for advisers from Advisor Software.] Advisor Software, a provider of wealth management applications for financial advisors, announced that its goalGetter financial planning application for the iPad is now available for free download from Apple’s App Store.
