Tag Archives: client portal

T3 2014: Pershing’s new NetXInvestor™ revamps the investor-facing portal experience

A frist look at Pershing LLC's NetXInvestor™ dashboard

A frist look at Pershing LLC’s NetXInvestor™ dashboard

Quick to respond to the demands for better client portals, Pershing LLC today announced a new generation of its investor-facing portal under the new name of NetXInvestor™.

Formerly NetExchange Client®, Pershing’s client-facing portal has been redesigned to be much more intuitive to use, highly customizable, and compatible with nearly all mobile devices.

“The redesign of NetXInvestor delivers on one of our top priorities at Pershing – enhancing the investor experience,” said Ram Nagappan, chief information officer of Pershing, in a press release earlier today.

Patrick Yip, Director of Advisory Market Technology Strategy at Pershing, a BNY Mellon company

Patrick Yip, Director of Advisory Market Technology Strategy at Pershing, a BNY Mellon company

While at T3 2014, I will try and swing by Pershing’s booth and grab a few screenshots to share so you can get a sense of what makes NetXInvestor a worthwhile contender for the next generation of client-facing portal solutions.

For all the details, read today’s press release about NetXInvestor™ from Pershing LLC.

FPPad Bits and Bytes for July 5

fireworks

The Fourth of July holiday is an ideal time for independent financial advisers in the U.S. to celebrate independence.

But before you leave for the long weekend of hot dogs, hamburgers and cold drinks, take three minutes to review this week’s stories of interest:

Lockbox and Smarsh Partner to Offer a New Standard in Privacy and Security Service to Financial Services Professionals from Marketwire.com and Exemplar Turns to the Cloud for Document Security from Financial-Planning.com

[Who is Lockbox? They rapidly advanced up my watch list of companies with technology solutions for financial advisers. Lockbox is an Australian company that just entered the US market in May this year. They are entering a crowded space of cloud document storage providers along with Dropbox, Box, ShareFile, SpiderOak, and many more. Lockbox’s strong points are that it offers two-factor authentication and client-side encryption (see: Evaluating Online Document Storage at the Journal of Financial Planning for more details), but Lockbox lacks a number of features I’d like to see in a true solution for advisers. As of today, Lockbox isn’t compatible with Mac, they don’t offer desktop file synchronization, and they don’t have mobile apps for iOS or Android. Add these capabilities and change pricing from user based to storage capacity based, and I’ll be interested.] Lockbox, the leader in privacy and security service, today announced that AdvisorSquare, part of the Smarsh suite of website services designed specifically for financial services professionals, has joined the company’s affiliate community.

SigFig Lands $15 Million in Series B Funding From Top Investors from Finovate.com

[Officially launched just under two years ago, San Francisco-based SigFig raised $15 million in Series B funding to . Formerly known as WikiInvest, SigFig aggregates over $75 billion in assets on its platform and is entirely about making investment analysis accessible and transparent, while delivering investment recommendations in an attempt to generate a higher return in a portfolio. Recommendations typically cover switching mutual funds or ETFs for similar, lower-fee versions, or changing financial institutions where lower trading commission charges are offered. But for clients who have professional investment advisers, SigFig compares portfolio performance to a peer group of thousands of other investment advisers aggregated in the platform. If your portfolio isn’t performing, SigFig tells clients “Your adviser sucks for the following reasons:” How’s that for a nudge?!?] SigFig, the platform that helps users manage a total of $75 billion in assets, recently received $15 million in Series B funding.

Tech Review: New Digital Content Services from Financial-Planning.com

[You work something like 40 hours a week. If you want to maximize time servicing existing clients and attracting new ones, how much time should you be devoting to creating content shared on social media networks? Probably not a lot. Thankfully, Joel Bruckenstein shares two providers, Vestorly (listen to my podcast with Vestorly co-founder Justin Wisz at Social currency might just be the answer to financial advisers’ frustration with social media) and AdvisorDeck,  in his July column at Financial Planning that can streamline your content generation process, saving you precious time while still allowing you to maximize your compliant use of social media.] While many advisors have struggled to adopt social networking tools, there have been few low-cost, turnkey solutions to help advisors curate information and automatically deliver digital content to clients and prospects.

Succession Planning for an Entire Industry: Why Study Groups Aren’t That Bad from AdvisorOne.com

[Warning: subtle self promotion ahead! This story by AdvisorOne’s John Sullivan tells you why study groups are not bad, contrary to what compliance adviser Tom Giachetti might say. I belong to an outstanding study group called Xcelsior, and in this story you’ll ready why this study group shows that an exciting future lies ahead for the financial planning industry.] Compliance curmudgeon Tom Giachetti doesn’t think much of study groups. “Study groups are a bunch of people sitting around convincing each other that they’re right,” the chairman of the securities practice group at the law firm of Stark & Stark said recently in Denver.

eMoney Advisor wants to wow advisers with features bundled into one financial planning package

While attending the TD Ameritrade Institutional 2013 National Conference last month, I connected with Dan Cox, regional sales director for eMoney Advisor.

eMoney Advisor has been rather quiet in recent years, crossing my radar only once or twice with news of new product features and functionality.

For 2013, eMoney Advisor is ready to jump out of the gate and get in front of advisers to demonstrate how the platform can complement an efficient workplace.

So what is eMoney Advisor?

Cox replied, “It’s a fully integrated financial planning software package, bundled with account aggregation and a client portal.”

“Part of the bundled package is a secure client vault where [advisers] can upload and download any document and collaborate with other financial professionals,” added Cox.

For more information, visit them online at http://www.emoneyadvisor.com/

(click to view on YouTube)

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

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)

FPPad Bits and Bytes for December 3

Bits and Bytes was on break last week for the Thanksgiving holiday, so this week you’re getting two week’s worth of technology updates in one.

Here are the stories of interest from the last two weeks:

Technology Survey 2010 from Financial Planning Magazine

This year marks our fourth anniversary, and there is plenty to be excited about. With our growing sample size and a historical record to draw upon, we think we are better positioned than ever to offer readers an analysis of the state of technology within our industry.

Envestnet Launches Industry’s First Advisory Platform to Deliver Comprehensive Support for ‘Unified Managed Household’ at PRNewswire.com

Envestnet today announced the next generation of its industry-leading wealth management platform for advisors, the industry’s first advisory platform with truly integrated analysis, guidance and reporting for the emerging “unified managed household” (UMH) advice model. Advisors employing the UMH model seek to address the client’s entire financial situation through focus on effective deployment of all of the client’s investment assets, not just those managed by the advisor.

eFileCabinet rolls out latest version of SecureDrawer from InvesetmentNews.com

eFileCabinet, Inc., a content management provider (which includes document management), announced availability of version two of its SecureDrawer web-based client portal service.

NetDocuments Gets a Makeover at the NetDocuments SaaS Blog

In the spring of 2011, NetDocuments users will get a new user experience. Without sacrificing any of our industry leading functionality and reliability, we have redesigned the user interface to improve navigation and simplify the management of documents in the cloud.

Shorter Links, Greater Impact at MorningstarAdvisor.com

As you scour the Internet for information on financial planning and wealth management, you often find articles and websites you want to share with clients and colleagues. When you post links to the information on your website, blog, or social network of choice, how do you know how much traffic those links generate?

EISI Upgrades Entire Product Line at FA-Mag.com

EISI, North America’s leading supplier of financial planning software to financial professionals, has announced upgrades to all three of its software packages: NaviPlan Select, Profiles Professional, and Profiles Forecaster.