Whew, I’ve been on the road almost the entire week. I still have two videos to edit from FPA Experience, plus a number of blog posts that are unfinished, but I’m still making time to cultivate the best news in financial planning technology from around the web.
Here are this week’s stories of interest:
Be sure to catch this month’s Morningstar Advisor column, Outsourcing Alternative Asset Aggregation and More
Total Rebalance Expert Integrates with Orion Advisor Services from PRNewswire.com
[Orion clients already had a portfolio reblanacer tool built in to the software, but it’s not nearly robust as a product like Total Rebalance Expert (TRX). TRX has a number of features that self-described “compulsive perfectionist CPA” Sheryl Rowling says can help a firm manage complex strategies and situations when it comes to rebalancing portfolios (see: Total Rebalance Expert CEO Sheryl Rowling on how rebalancing software saves advisers $325,000 per year).] Total Rebalance Expert (TRX) and Orion Advisor Services, LLC, announced today the availability of data integration between the two leading technology platforms for financial advisors. The new integration will enable advisors to automatically bring over Orion portfolio data into TRX to streamline and simplify the rebalancing process.
Informa Investment Solutions acquires Zephyr Associates from PRNewswire.com
[Zephyr has an interesting product portfolio including StyleADVISOR, a historical backtesting a risk analytics tool, and AllocationADVISOR, a forward-looking portfolio simulator. Joel Bruckenstien reviewed StyleADVISOR in August for Financial Planning (see: Software Helps Money Managers Detect Patterns)] Informa Investment Solutions (IIS), a division of Informa plc and a leading supplier of software and solutions for the investment industry, today announced it has entered into a definitive agreement to acquire Zephyr Associates, Inc. (Zephyr). Zephyr will continue to operate as a business unit within IIS.
