Tag Archives: Calendly

Company uses “Drew Cloud” pseudonym to promote financial products: Flash briefing for April 27, 2018

Posted on April 27, 2018 by in Flash Briefing, Technology

Here are the links to today’s stories:

Drew Cloud Is a Well-Known Expert on Student Loans. One Problem: He’s Not Real from Chronicle.com

Addepar Celebrates $1 Trillion Assets on Its Platform from LinkedIn Pulse

Tope Awotona – A Founder Story from AtlantaTechVillage.com

Welcome to the FPPad fintech briefing, here are the top fintech stories you need to know today brought to you by Morningstar.

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Company Uses “Drew Cloud” Pseudonym

In this week’s shocking news, it turns out that you can’t trust everything you read online about personal finance.

This week, the Chronicle of Higher Education revealed that a journalist who went by the name Drew Cloud is not actually a real person at all. In it’s exposé, the Chronicle explained how a company called LendEDU made up the pseudonym of “Drew Cloud” to represent a group of authors who wrote content for Student Loan Report, a company LendEDU owns, but also failed disclose its financial interest to Student Loan Report readers!

The admission by LendEDU sheds light on controversial practices where content and influencer marketing tactics are used to lure readers into buying financial products recommended in blogs and websites sites that are actually owned by the product providers themselves, who don’t disclose the conflict of interest to their readers.

So be careful out there, you can’t always trust what you read online about personal finance recommendations!

Addepar Surpasses $1 Trillion in Client Assets

In adviser technology news, this week, Addepar announced that its comprehensive portfolio management, reporting and aggregation solution passed $1 trillion dollars in client assets on the platform. Co-founded in 2009 by PayPal alumni Joe Lonsdale, Addepar provides investment management technology to over 300 large financial institutions, wealth advisors, and family offices according to a company statement.

Calendly Solves Scheduling Frustrations

And finally, are you tired of wasting time sending emails back and forth trying to book a meeting? Then check out the online calendar solution from Atlanta-based Calendly, which has helped close to 30 million people worldwide schedule their meetings. The Atlanta Tech Village recently highlighted the story of Calendly’s founder Tope Awotona which I recommend you check out, and then see if Calendly’s might help you save time when scheduling meetings with clients and colleagues.

Just visit FPPad.com/flashbriefing to find the links to all of today’s top stories.

I’m Bill Winterberg, and those are your fintech headlines for today from FPPad.com. Check back in with me later for more fintech news.

RetireUp acquires RepPro: Flash briefing for January 11, 2018

Posted on January 11, 2018 by in Flash Briefing, Technology

Welcome to the FPPad fintech briefing, Here are the top fintech stories you need to know today.

Links:

Envestnet | Tamarac Introduces Enhanced Document Vault File-Storage System for its Award-Winning Client Portal

Enable Calendly for Chrome

RetireUp Acquires RepPro, Creating a Powerhouse Digital Retirement Planning Solution

Envestnet | Tamarac Enhances Document Vault

Sharing documents with clients just got a little easier for advisors using the Envestnet | Tamarac platform, as the comprehensive technology solution for advisers just released an enhanced document vault and file storage system.
Previously, advisers using Envestnet | Tamarac had to turn to third party vendors for file sharing solutions, which meant managing two different systems and some decreased efficiency. The enhanced document vault includes support for uploading files in batches, document previews right in the web browser, secure access to the vault via mobile app, and more.

New Calendly Chrome Extension

Are you tired of playing email battleship with clients when scheduling meetings? Online scheduling software Calendly just announced a new extension for the Chrome web browser, allowing Calendly users to easily copy their meeting event links from the sidebar, quickly propose meeting times for an ad hoc meeting, and manually override existing calendar events to book a high priority meeting. The new Chrome extension works best with Gmail and G Suite account, but some of the features also do work with Office 365 and Outlook.com accounts

RetireUp Acquires RepPro

And in retirement planning software news, RetireUp just announced that company is acquiring RepPro, a form automation platform that supports forms for a variety of annuity carriers as well as custodians like TD Ameritrade and Fidelity. The two companies will operate under the RetireUp brand and will be headquartered in Chicago, providing advisors a single solution to generate retirement plans for clients as well as streamline the form creation process to bring the plans to life. Here’s RetireUp President Michael Roth on the RepPro acquisition.

When we were introduced to RepPro, there was an automatic synergy between the functionality of the two platforms as well as the mission both companies shared of making retirement planning more accessible for people and more profitable to advisors. We’re incredibly proud about this partnership and believe that RepPro’s best-in-class software will continue to improve the workflow at every stage of an advisor’s planning process.

To get links to the details on today’s stories, visit fppad.com/flashbriefing

I’m Bill Winterberg, and those are your fintech headlines for today from FPPad.com, be sure to check back in with me later for more fintech news.