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Video Spotlight: Andrew Peddar, CEO of North America at StatPro, on new ways to visualize portfolio analytics

Posted on March 19, 2012 by in Portfolio Management Software, Video Spotlight

Advisers, particulary those who manage portfolios in an active fashion, are no strangers to portfolio analytics software. Several popular tools such as Morningstar Principia and AdvisoryWorld have been industry staples for years.

But a new portfolio analysis system came to my attention at the T3 conference in February called StatPro Revoluition. It’s a cloud-based portfolio analytics platform aimed at delivering consolidated, visually-appealing reports to both advisers and clients on demand.

I sat down with Andrew Peddar, CEO of North America at StatPro, to get his take on how StatPro is positioned relative to the competition in the analytics segment.

(click here to view on YouTube)

Video Spotlight: Corey Westphal of Mobile Assistant on gaining efficiencies through voice-to-text and transcription services

Posted on March 14, 2012 by in Video Spotlight

Dictation services and voice-to-text tools should be well-known topics to FPPad readers. Mobile Assistant is one of the leading transcriptions services for financial advisers and has been featured numerous times here on FPPad.

In the latest video spotlight, Corey Westphal, president of Mobile Assistant, gives an overview of transcription services offered, addresses quality review of all dictations, and details turnaround expectations for users of the tool. Mobile Assistant also supports integrations with popular CRMs including Redtail and Advisors Assistant so notes can be automatically added to client records.

 

(click here to view on YouTube)

Video Spotlight: Advisor Websites’ Co-founder Bart Wisniowski speaks to mobile browsing and website compliance

Posted on March 13, 2012 by in Video Spotlight

Most websites for financial advisers leave a lot to be desired. The “appification” of websites, largely a result of the proliferation of mobile devices, has changed the expectations of website visitors, and most financial adviser websites remain outdated.

In this video spotlight interview, Advisor Websites’ Co-founder Bart Wisniowski talks about the impact mobile browsing has on the design and usability of websites, but also covers compliance considerations advisers need to follow to satisfy regulatory requirements with website marketing material.

(click here to view on YouTube)

Video Spotlight: Rob Kirkland tells how ShareFile can be an alternative to Dropbox for advisers

Posted on March 12, 2012 by in Video Spotlight

Dropbox is well known among FPPad readers, as I’ve covered the consumer-oriented file sharing service for its mobile apps, a highly-publicized lapse in security, and upcoming integrations with adviser technology providers.

Tackling security head on, ShareFile, another online file storage and sharing service, is taking aim at Dropbox’s lack of enterprise features and built a product it believes is best suited for financial advisers.

In this video spotlight, Rob Kirkland, Sales Executive for ShareFile, talks about the service’s approach to security and how advisers can use it to easily collaborate with an unlimited number of clients and allied professionals.

(click here to view on YouTube)

Video Spotlight: AdvisoryWorld COO Michael Wilson on performance reports and platform integrations

Posted on March 7, 2012 by in Video Spotlight

AdvisoryWorld has a number of portfolio tools available capable of creating reports for advisors and clients alike.

In this video spotlight, Mike Wilson, COO of AdvisoryWorld, talks about how advisors use their platform for actual and hypothetical performance reports and the different integrations AdvisoryWorld currently supports.

(click to view on YouTube)

 

Video Spotlight: AssetBook CEO Rob Major discusses advantages of hiring an outsourced portfolio service bureau

Posted on March 6, 2012 by in Portfolio Management Software, Video Spotlight

How do financial advisers set aside more time to work with clients? One way is by outsourcing activities that aren’t client facing.

Here in this Video Spotlight, I speak with AssetBook President and CEO Rob Major about the benefits of hiring an outsourced portfolio service bureau. As you’ll hear from Major, options for advisers might not be as expensive as one might think, and the efficiencies and data accuracy to be gained are fairly substantial.

(click here to view on YouTube)

Video Spotlight: Patrick Welsch of CitiesDigital comments on Laserfiche implementations by financial advisers

Posted on March 5, 2012 by in Video Spotlight

Financial advisers purchase Laserfiche document management software through a network of resellers. One of those resellers is CitiesDigital, Inc, led by President Patrick Welsch.

I sat down with Patrick at last month’s T3 Conference in Dallas to ask him about common barriers to Laserfiche implementations among financial advisers and get a better idea of the additional services CitiesDigital created to meet the compliance and record keeping needs of advisers.

(click here to view on YouTube)

Video Spotlight: TD Ameritrade Institutional’s Chris Valleley discusses vendor participation and best practices in Veo® Open Access

Posted on February 9, 2012 by in Video Spotlight

Here’s the third and final pilot in my Video Spotlight series from the TD Ameritrade Institutional 2012 National Conference. This clip features Chris Valleley, Senior Manager of Technology Product Management and his thoughts on vendor participation in Veo® Open Access and how the Technology Product Management team shares best practices with all integration partners.

Special thanks to Chris Valleley, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.

Video Spotlight: TD Ameritrade Institutional’s Jon Patullo discusses electronic signature and future enhancements of Veo® Open Access

Posted on February 8, 2012 by in Video Spotlight

Here’s the second pilot in my Video Spotlight series featuring Jon Patullo, Managing Director of Technology Product Management for TD Ameritrade Institutional.

Special thanks to Jon Patullo, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.

Video Spotlight: Orion CEO discusses Veo® integration at the TD Ameritrade Institutional 2012 National Conference

Posted on February 7, 2012 by in Video Spotlight

I’m launching a new series on FPPad this year called Video Spotlight. Here’s the first in what I hope will be a growing segment of updates to the blog. Enjoy!

Special thanks to Eric Clarke, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.