FPPad Bits and Bytes for November 16

Remember, today at 4:15pm Eastern, 1:15pm Pacific I’ll be hosting FPPad On Air with Steven Ryder of True North Networks to discuss disaster recovery and business continuity in the wake of superstorm Sandy. Check Twitter or Google+ for the link this afternoon.

Here are this week’s stories of interest:

David Drucker and Joel Bruckenstein Announce Preliminary Agenda for “T3” 2013 Conference in Miami from PRNewswire.com

[One of the industry’s top conferences on technology is approaching quickly. Save the dates of February 11-13 and soak up the Miami sunshine while you absorb technology and practice management ideas. Note that the book Technology Tools for a High-Margin Practice will be published with all new information, including a chapter I wrote on the top collaboration technologies. Do not miss this conference!] David Drucker and Joel Bruckenstein, producers of the 8th Annual “T3” Technology Tools for Today™ Conference to be held at the Hilton Miami Downtown from February 11-13, 2013, today announced the preliminary T3 2013 conference agenda and initial details of their new book, Technology Tools for a High-Margin Practice, due out February 6, 2013.

H.D. Vest Chooses Advent’s Black Diamond Platform from Marketwire.com

[H.D. Vest, once part of Wells Fargo & Company and now owned by Parthenon Capital Partners, is equipping its 4,800 affiliates with access to on-demand custom performance reporting via Black Diamond. Clearly this is how wealth management and financial planning services will be delivered in the future; online, mobile, and customized. AND if you were a private equity company looking to increase the value of the H.D. Vest purchase, don’t you think streamline portfolio reporting and management is a decent way to do it?]  Advent Software, Inc., a leading provider of software and services for the global investment management industry, recently announced that H.D. Vest Financial Services® (H.D. Vest) has transitioned its performance reporting to Advent’s Black Diamond platform to enhance their Advisors’ ability to communicate portfolio performance during client meetings.

Envestnet | Tamarac(TM) Brings Tamarac University Online from MarketWatch.com

[Today you can learn how to cut an onion online. So why not learn how to rebalance client portfolios at the same time? If you’re an Envestnet | Tamarac user, you’re in luck, as much of their training content (a.k.a. Tamarac University) is now online and available on demand.] Envestnet | Tamarac(TM), a division of Envestnet, Inc., a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, has announced an expansion of its popular Tamarac University program to include an online option for RIAs covering its entire curriculum.

Envestnet Announces Integration With Junxure CRM Software via PRNewswire.com

[In the second release this week, Envestnet will combine “portfolio management with client recordkeeping and workflow management” inside the soon-to-be-released Junxure Cloud. What’s odd to me is that Junxure Cloud likely will have some type of workflow or task management component, yet the Envestnet integration adds in workflow management of its own. Which one will should advisers use?] Envestnet, Inc., a leading provider of technology-enabled wealth management solutions for investment advisors, has announced that it has agreed to integrate with Junxure Cloud, the upcoming web-based client-relations management (CRM) program for financial advisors. The integration is expected to be included with the initial release of Junxure Cloud, expected in the first quarter of 2013.

Advisor Software, Inc. Signs Agreement With Redtail Technology To Integrate goalgamiPro Quick Planning Solution With Redtail CRM from MarketWatch.com

[If you’re going to create a quick plan for a client, the last thing you want to do is perform double entry of a client’s name, address, etc. In this announcement, Redtail will soon partner with Advisor Software allowing users to pass client information to Advisor Software’s goalgamiPro (see: Yes, you can create financial plans in eight minutes).] Advisor Software, Inc., a provider of wealth management solutions for the financial advisor market, has finalized an agreement with Redtail Technology, Inc., a provider of client management solutions for financial professionals, to provide access to ASI’s unique quick planning tools. The strategic partnership will integrate ASI’s direct-to-advisor product goalgamiPro with Redtail’s Client Relationship Management (“CRM”) suite.


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