Yesterday I covered inStream Solutions’ presentation at FinovateSpring 2012 (see FinovateSpring 2012 highlights for independent financial advisers: Day 2). Below watch a short spotlight video with inStream CEO Alex Murguia about the ways the application can expand beyond the independent RIA marketplace.
Video Spotlight: Advisor Software, Inc. President Neal Ringquist on enterprise integrations, goalgamiPro, and the household balance sheet
In today’s video spotlight, Neal Ringquist, president of Advisor Software, Inc. speaks about his company’s enterprise integrations of rebalancing software. Most major custodians include this software, yet advisers likely don’t know they’re using an Advisor Software product.
Also on tap is a discussion of the goalgamiPro app for advisers and how it can be used to produce a Household Balance Sheet for advisory clients. Enjoy!
Video Spotlight: Exclusive look at Veo® Mobile app updates for iPad from TD Ameritrade Institutional’s Jon Patullo
Last week you found out about TD Ameritrade Institutional’s updates to the Veo® Mobile app for ipad, including the ability to trade equities and mutual funds and stream CNBC.
Yesterday, Jon Patullo, Managing Director of Technology Product Management, gave me an exclusive tour of the app’s new features from TD Ameritrade Institutional’s offices in Fort Worth, TX. Enjoy the video.
Video Spotlight: Fidelity Institutional head of technology Ed O’Brien on WealthCentral enhancements and mobile apps
Today’s video spotlight features a discussion with Ed O’Brien, Senior Vice President and head of technology for Fidelity Institutional Wealth Services.
O’Brien starts off with an update of the WealthCentral platform and the latest enhancements added by the company, addresses mobile apps and how advisers have adopted new interactivity, and finishes with e-signature options available for Fidelity’s partners.
Video Spotlight: Total Rebalance Expert CEO Sheryl Rowling on how rebalancing software saves advisers $325,000 per year
In today’s video spotlight, Sheryl Rowling, CEO of Total Rebalance Expert (TRX), walks me through the process of adding scale to portfolio management through rebalancing software.
In addition to scalability, advisers also implement rebalancing software to save money. Hear what Rowling has to say about how advisers save roughly $325,000 per year with this important tool.
Video Spotlight: inStream Solutions CEO Alex Murguia on achieving proactive financial planning
Today’s video spotlight features Alex Murguia, CEO of inStream Solutions, a new financial planning software application built around the proactive planning process.
Hear Murguia address the challenges his firm, McLean Asset Management, faced with traditional, reactive financial planning models and the investment he and his partners made to create a new, proactive solution. In addition to proactive alerts, hear about the marketplace inStream creates to aggregate financial calculators and products that can benefit clients’ financial plans.
Video Spotlight: John Prendergast of Blueleaf discusses experimentation and challenging assumptions
In today’s video spotlight, John Prendergast, co-founder and CEO of Blueleaf, discusses a variety of topics relevant to advisers as the advice delivery model continues to evolve. Learn what Blueleaf does for both advisers and consumers and how the company challenges assumptions and learns new insight by testing and experimentation.
Video Spotlight: Jim Lonergan of The Connors Group highlights The Machine Advisor
In today’s video spotlight, I spoke with Jim Lonergan, CEO of The Connors Group, where he details The Machine Advisor, an “investment decision support” software application to help advisers better manage portfolios. The Machine Advisor does generate daily buy and sell alerts, but Lonergan says that it’s more than just a “black box” when it comes to managing and trading portfolios.
Video Spotlight: My Virtual COO President Jennifer Goldman on restoring advisers’ work/life balance
Financial advisers struggle to balance the many obligations of managing a successful business. For many, there’s the feeling that there simply just isn’t enough time in the day to do what they want; service clients and grow the business.
That’s where someone like Jennifer Goldman comes in. As president of My Virtual COO, she solves pain points and disorganized or non-standard internal processes on behalf of an adviser’s business. In this spotlight interview from the T3 conference, hear how Goldman and her team hope to provide the work/life balance that her clients seek.
Video Spotlight: Eric Clarke, President of Orion Advisor Services, on additional integrations and mobile apps
I last spoke with Eric Clarke, President and CEO of Orion Advisor Services, at the TD Ameritrade Institutional 2012 Conference on his company’s integration with Veo® Open Access.
In my latest conversation with Clarke at the T3 Conference, he provides an overview how Orion delivers value-add services beyond performance reporting, including e-signautre support, rebalancing and trading engines, account billing, web portals, branded mobile apps for iOS and Android.
