Tag Archives: NaviPlan

FinaMetrica merges with PlanPlus: Fintech updates for August 8, 2017

Here is your FPPad Bits and Bytes update for August 8, 2017.

FinaMetrica merges with PlanPlus

FinaMetrica announced its merger with PlanPlus, a Toronto-based financial planning software provider. Founded in 1998, FinaMetrica is one of the first companies to gain significant traction for its risk tolerance assessment software, though the company has seen its market share decline over the last few years due to increased competition from Riskalyze, Pocket Risk, RiXtrema, and others.

The combined company will be called PlanPlus Global, and will offer solutions for comprehensive financial planning, goals-based automated investing, and psychometric risk profiling to its 12,000 current users in over 30 countries worldwide. Terms of the deal were not disclosed.

Advicent adds integration with Envestnet

Advicent announced a new integration this week with Envestnet, which allows advisors to extract client demographic, investment account, and investment portfolio data from Envestnet and populate the data into the company’s NaviPlan financial planning software.

Advicent is a leading provider of financial planning software in the enterprise space, with over 100,000 financial professionals across 4,000 clients worldwide using at least one of the company’s solutions. The integration also demonstrates Envestnet’s continued expansion of its Open ENV initiative announced last year.

Here’s Envestnet President Bill Crager with more information:

So as the platform began to take on a bit of a one-size-fits-all, we realized we had to open that up. So the core engine will fire into these user interfaces that will really speak to the adviser, will speak to the home office. And not only that, we’re building APIs to integrate with the full ecosystem of an adviser’s practice, whether that’s CRM or other applications that they’re using. How do you get information into the system to, again, provide really profound and comprehensive advice for that client that is not a moment in time, but is ongoing. And that’s really our goal, and Open ENV, I think, is a strategic breakthrough and I’m very excited about it.

PreciseFP adds iOS and Android Mobile Apps

For your client data gathering needs, PreciseFP announced new mobile apps for iOS and Android, giving advisors more convenient access to client information. The new app lets advisors add new information about prospect to their PreciseFP database, send data gathering forms to clients and prospects on the spot, and review any existing client data or forms right from their phone.

And finally, if you’re looking for ways you can leverage technology to enhance your client engagement, save the date for Wednesday, August 16 at 4pm Eastern, 1pm Pacific, as I’m hosting a webinar with two advisors who’ve doubled down on technology and seen a huge increase in their client satisfaction. Head over to fppad.com/webinar to register today, that’s FPPad.com/webinar to secure your spot

Those are the headlines for today, I’m Bill Winterberg, be sure check back in for more FPPad Bits and Bytes Updates.

Between Sessions with Advicent at T3 Enterprise 2015

I met with Pietro La Greca, Jr., Vice President of Corporate Development at Advicent Solutions, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference.

According to La Greca, Advicent Solutions is the largest provider of financial planning software in the world.

La Greca used his time in front of the podium to address the crisis of differentiation in the financial services industry, saying that roughly 60% of investors have difficulty distinguishing one advisor from the next.

Leading up to 2015, La Greca said that Advicent used to offer differentiation through customization, which lead to over 100 different versions of the Advicent Solutions platform. With so many different versions to manage, La Greca said that model is broken.

Instead, Advicent Solutions is embracing personalization through the release of its Narrator Suite, which has many capabilities including an advisor dashboard, mobile compatibility, lead generation and more.

FPPad Bits and Bytes for January 23

On today’s broadcast, Riskalyze enhances its best client facing technology with a fresh new interface, Advicent adds new integrations for Schwab Intelligent Technologies, and, get my best cybersecurity tips to protect your business from hacking, phishing, and spoofing attacks.

So get ready, FPPad Bits and Bytes begins now!

(click to watch FPPad Bits and Bytes on YouTube)

But first, if you are interested in supporting future episodes of FPPad Bits and Bytes, find out how you can become a sponsor to reach a fantastic audience of advisors looking to grow their business with technology. Visit fppad.com/advertise for more information on how you can help support this show.

Oh, and check out the #baconjam at Carson Kitchen in Las Vegas. It is to die for!

Here are the links to this week’s top stories:

The Industry’s “Best Client Facing Technology” Just Got Better from Riskalyze

[Now this week’s top story comes from Riskalyze, the provider of risk tolerance assessment tools for advisors, as this week the company announced an all-new dashboard and client profile interface.

The new interface is clean, designed to be easy to navigate, and is overall very user friendly. For example, profiles prominently display the risk number of a client’s existing portfolio, the risk of a portfolio proposed by the advisor, and a probability percentage from the Riskalyze Retirement Map feature I mentioned back in episode 129.

As the winner of my best client-facing technology award in 2013, Riskalyze raises the bar once again with its new look and feel, but the company is also enhancing the nuts and bolts of what goes on behind the scenes. If you’re not yet using a formal risk assessment tool in your business, Riskalyze deserves to have a spot on your list of contenders.] One of the things our customers love the most about Riskalyze is how simple and easy it is to use. Today, we’re doubling down on that with the launch of an all-new Riskalyze dashboard and client profile, the Advisor-Set Risk Number and simpler stress tests.

Advicent Launches Two New Integrations for Schwab Intelligent Technologies™ from PRWeb

[Next up is news on Advicent Solutions, a provider of financial planning and marketing communication tools to advisors. Earlier this week, Advicent announced to new integrations with Schwab Intelligent Technologies™.

First, if you monitor client accounts using the Schwab PortfolioCenter Hosted™ solution, you will be able to import account values into the NaviPlan® financial planning application using the Schwab OpenView Gateway™ integration. If you don’t use Schwab PortfolioCenter Hosted, you can still import values from Schwab Advisor Center using the integration the company announced last year.

Second, a new integration was announced for those of you who use the Profiles™ financial planning software tool from Advicent. Just like NaviPlan, Profiles now supports account information imports from Schwab Advisor Center as well, helping you save time when importing account values into plans built with Profiles.

If you don’t custody assets with Schwab, you’ll be glad to know that Advicent has been busy building integrations with other providers in recent months, including TD Ameritrade Institutional’s Veo Open Access, Redtail CRM, Morningstar Office, Appcrown, and Orion Advisor Services.] Advicent Solutions, a Milwaukee-based SaaS provider, adds two new integrations for Schwab Intelligent Technologies™ to help financial advisors manage their time more effectively.

How to Keep Client Data Safe From Online Attackers from Financial Planning, and

Download my Defend Against Hacking, Phishing, and Spoofing Attacks guide from FPPad.com

[And finally, I traveled to Las Vegas this week where I presented at the AICPA Advanced Personal Financial Planning conference. I gave a room full of CPAs tips and techniques to protect their business from hacking, phishing, and spoofing attacks.

Financial Planning magazine sent Maddy Perkins to cover my session, and she did a terrific job capturing the risks to your business and the defensive strategies you can implement.

Visit fppad.com/151 to get the link to the story in Financial Planning, and while you’re there, you can also link to my free three-page PDF on all the tips, strategies, and resources I covered during my presentation.] Just hours before he was going to give a presentation on online security for advisors, Bill Winterberg lost his phone at the AICPA Personal Financial Planning Conference. Luckily, thanks to a plan he has for just such an occasion, he found it.


Watch FPPad Bits and Bytes for January 23, 2015

Watch FPPad Bits and Bytes for January 23, 2015

FPPad Bits and Bytes for December 6

On this week’s broadcast, learn the hits and misses from the year’s most anticipated advisor technology survey, the pending termination of several financial planning software products catches advisors off guard, how the leading independent custodians are stepping up their technology, and more.

So get ready, FPPad Bits and Bytes begins now!

(watch FPPad Bits and Bytes on YouTube)

This week’s episode is brought to you by Angie Herbers Incorporated, a consulting and research company to financial advisory firms, who just released a new white paper called Take Two: The New Direction of Succession that addresses the key elements to create a successful transition to your junior advisors.

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Download the Take Two white paper for free, along with other practice management resources, by visiting fppad.com/ahi

Here are this week’s top stories:

Tech Survey 2013: What’s New iIn Advisor Tech? from Financial-Planning.com

[Leading off as the top story is one of the most anticipated technology articles that comes out every year. The first of December marks the release of the annual Financial Planning Magazine Technology Survey, where Joel Bruckenstein digests over 1,100 responses about the various software programs and practice management tools used by financial advisors today.

So who are the winners and losers from this year’s survey?

Redtail Technology, Salesforce, and Tamarac Advisor CRM are the winners among CRM software, as advisors continue to embrace cloud-based technology, with slippage coming from Junxure, ProTracker, ACT, and Goldmine.

In financial planning software, this year’s results are essentially a carbon copy of last year’s survey, with MoneyGuidePro, eMoney, and MoneyTree claiming the top three spots.

And the same is true with portfolio management software, as the top 6 vendors are also a total repeat of last year’s results.

So who missed out on opportunities this year? The survey randomly selected new products from Blueleaf, inStream, and Market76, but found that few advisors had even heard of these relatively new players, which tells me that financial advisors, well, those who don’t watch Bits and Bytes, continue to be a challenging market for new providers to gain exposure.] The move to the cloud is finally taking place. In category after category of this year’s Financial Planning Tech Survey, we found software providers making the shift, and advisors responding.

NaviPlan financial planning desktop products to be discontinued from InvestmentNews

[The next story features news from Advicent Solutions, the company formerly known as Zywave, who provides a suite of financial planning software to advisors under the NaviPro brand.

In an unexpected announcement to some users, the company announced it will sunset six of its NaviPlan products on March 31, 2014, citing an “ever-changing marketplace.”

Going away will be all of the NaviPlan Extended and NaviPlan Standard desktop-based variants, making the cloud-based NaviPlan Premium and NaviPlan Profiles the sole applications that will receive ongoing support and enhancements in 2014 and beyond.

This news reinforces the trend of advisors adopting cloud-based solutions as seen in the Financial Planning Software Survey, so don’t be surprised when other providers announce the discontinuation of their own desktop-based software in favor of cloud-based alternatives.] NaviPlan financial planning products for desktop computers will be discontinued as the owner develops its NaviPro products for online use.

Plowing Ahead from FA-Mag.com

[Software providers aren’t the only ones making big changes in advisor technology, as four of the major custodians are also investing heavily in advisor-facing technology in a very competitive arms race. Once again, Joel Bruckenstein interviewed executives from Fidelity, Pershing, Schwab Advisor Services, and TD Ameritrade Institutional to reveal their strategies to help make advisors more efficient and more profitable through enhanced technology.

There’s a ton of great information in this article, so be sure to read it to see what your custodian is doing to help you grow your business.] Over the last several years, custodians have been investing in advisor-facing technology like never before.

Envestnet | Tamarac’s Advisor Xi(R) Platform Added To Pershing’s NetX360(R) Technology Channel from WSJ.com

[And finally, one company benefiting from custodian technology enhancements is Envestnet|Tamarac. This week, the company announced that its Advisor Xi suite will soon integrate directly with Pershing’s NetX360 custodial platform, giving advisors straight-through processing capabilities for trades in accounts held at Pershing, as well as access to real-time custodial account data.

The real-time data feeds will compliment existing integrations with Schwab and TD Ameritrade supported today, and expand straight-through processing trading capabilities announced at Schwab IMPACT several weeks ago.

Tamarac anticipates that the new integrations will roll out to its 660 firms during the first quarter of 2014.] Envestnet | Tamarac, a division of Envestnet, Inc., a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announced today that it has formally begun the integration of its Advisor Xi(R) platform into Pershing’s NetX360(R) custodial channel for investment professionals and Registered Investment Advisors (RIAs). Advisors will have access to this integration in the first half of 2014.


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Watch FPPad Bits and Bytes for December 6, 2013




Schwab IMPACT 2013 Report: All the technology trends advisors can’t miss

Bernie Clark, executive vice president of Schwab Advisor Services, kicks off IMPACT 2013 in Washington, D.C.

Bernie Clark, executive vice president of Schwab Advisor Services, kicks off IMPACT 2013 in Washington, D.C.

Schwab IMPACT 2013 kicked off its pinnacle event in Washington, D.C. this year with a big focus on the technology trends sure to change the financial services industry in the foreseeable future.

Here are the most important technology announcements provided by various members of the executive team inside Schwab Advisor Services.

Project PM2 Coming

Likely the most intriguing announcement from Neesha Hathi, SVP of Advisor Technology Solutions is the preview of a new portfolio management software platform called Project PM2 (“PM Squared”).

Neesha Hathi, senior vice president of Advisor Technology Solutions, shares the latest on Schwab’s technology offerings at IMPACT 2013.

Neesha Hathi, senior vice president of Advisor Technology Solutions, shares the latest on Schwab’s technology offerings at IMPACT 2013.

From a video shown at Schwab IMPACT, the preview of PM2 featured a tile-like interface reminiscent of Windows 8. Project PM2 will offer proactive alerts for events like new account funding, trading reports, and revenue metrics.

PM2 will be a cloud-based solution offering direct integration to Schwab data feeds. Reports and presentations offer dynamic capabilities and will support one-step publishing to a variety of client delivery mechanisms.

PM2 to be Multi-Custodial

In a later interview with Brian Shenson, vice president of Advisor Technology solutions, he said the roadmap for PM2 includes multi-custodial data support as well as the potential integration of account aggregation software.

Shenson added that Schwab Advisor Services already has long-standing relationships with providers like ByAllAccounts and CashEdge from FiServ.

Details on pricing and availability for PM2 were not announced at IMPACT.

Schwab OpenView Mobile

Hathi also announced a current pilot program underway to provide affiliated advisors with a branded mobile app that clients can use to interface with their advisor.

Schwab OpenView Mobile is the official program, and Hathi explained that clients can use the branded app to view real-time account data and review their advisor’s contact information.

Schwab OpenView Mobile will be available for a nominal fee which was not disclosed during the Schwab IMPACT breakout session.

Reinvented Wire Requests; DocuSign Integration in Schwab Alliance

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab’s technology offerings at IMPACT 2013.

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab’s technology offerings at IMPACT 2013.

Naureen Hassan, SVP of Client Experience revealed that in an average quarter, Schwab manually verifies over 240,000 signatures across a variety of forms. Clearly Schwab recognizes the ability to increase operational efficiency here with the adoption of electronic signature support.

Hassan announced two pending initiatives. First, wire requests will be “completely reinvented,” as advisors can initiate wire requests via Schwab Advisor Center. Upon submission, clients will actually receive alerts on their mobile phone, and then they can log in to a Schwab app and approve the wire request on the spot.

This overhauled wire request process is aimed to combat fraud and theft in the industry due to a significant rise in client spoofing (see: Client spoofing strikes again, RIA loses $290,000 of client funds)

Second, Hassan announced that DocuSign is currently in a pilot program and will soon be completely integrated in the Schwab Alliance system. Details on when DocuSign will be formally introduced for all Schwab advisors were not disclosed.

MoneyGuidePro Now Part of Integrated Office

Brian Shenson, vice president, Advisor Technology Solutions, shares the latest on Schwab’s technology offerings at IMPACT 2013.

Brian Shenson, vice president, Advisor Technology Solutions, shares the latest on Schwab’s technology offerings at IMPACT 2013.

Brian Shenson, VP of Advisor Technology Solutions was the next to take the stage and provide updates on the suite of Schwab OpenView solutions: Gateway, Integrated Office, Workflow Library, and MarketSquare.

Of most relevance is the addition of financial planning software integrations to Schwab OpenView Integrated Office™ platform. The first integration is with PIEtech to integrate MoneyGuide Pro financial planning software. NaviPlan from Zywave was also mentioned as an integration coming soon to Integrated Office.

MarketSquare Update

If you recall last year, Schwab announced the introduction of Schwab OpenView MarketSqaure, a review website consisting of advisor-submitted feedback on technology vendors and providers.

At this year’s IMPACT conference, Hathi said that over 70 providers have the potential to be listed in OpenView MarketSquare, but only 34 of them have a sufficient number of reviews to be publicly listed in the resource.

Hathi urged advisors in the audience to continue to submit their reviews of tools and services they use so MarketSquare can increase the number of providers present in the website.
34 have reviews.

All photos by Billy Cole/Orange Photography for Charles Schwab. Used with permission.

FPPad Bits and Bytes for October 18

On this week’s broadcast, a popular financial planning software suite gets a complete overhaul, find out which investment policy statement provider just got acquired, learn how avoiding social media can actually be a risk to your business, and more.

(Watch Bits and Bytes on YouTube)

This week’s episode of Bits and Bytes is brought to you by Total Rebalance Expert, the industry’s largest, privately owned portfolio rebalancing software provider.

Total Rebalance Expert

Designed by well-known CPA Sheryl Rowling, TRX features tax-efficient rebalancing, an easy to use interface, and more, all at an affordable price. To learn how you can gain a half a million dollar return on your technology investment, download the latest white paper by visiting fppad.com/trx

Here are this week’s top stories:

Money Tree Software Announces New TOTAL ONLINE Financial Planning Solution from MoneyTree.com

[This week’s lead story comes from Money Tree Software, providers of one of the leading financial planning software applications used by advisors. Money Tree’s flagship product, Silver Financial Planner, originally started as a desktop program over 30 years ago, and the company introduced cloud-based versions of its software over the last decade.

But with competitors like MoneyGuidePro from PIETech, eMoney Advisor, and NaviPlan from Zywave all performing major redesigns in recent years, Money Tree’s programs began to show their age. But all that is about to change.

This week, Money Tree unveiled TOTAL Online, a significant redesign of Money Tree’s original software which dramatically simplifies data entry and overall usability. Advisors should find the new layout intuitive to use, but still offers the powerful features advisors have some to expect from their planning software.

And you’ll be glad to know that the complete overhaul did not come with a dramatic cost increase. First year pricing for TOTAL Online is $1,342, which includes both the Easy Money Power Planner and Golden Years Cash Flow modules. This is a 25% savings off the regular price when purchased individually, and in subsequent years, a continuing subscription of both modules is just $999.] We know cloud-based software is important in today’s financial industry because advisors want to create, collaborate, and deliver financial plans anytime and anywhere. But that software needs to be flexible and easy-to-use. That’s why we created TOTAL Online.

fi360 Acquires IPS AdvisorPro from PRNewswire.com

[Now when you use any financial planning software, you’re most likely going to define some kind of investment allocation in-line with your client’s goals and risk tolerance. So how exactly do you define the objectives of your clients’ portfolio? With an investment policy statement, of course.

IPS Advisor Pro, founded in 2006 by advisors Norm Boone and Linda Lubitz Boone, has been the go-to solution for advisors seeking ways to streamline the investment policy statement creation process.

But in news this week, IPS Advisor Pro announced it was acquired by fi360, the leading advocate for fiduciary behavior in the investment advisory world.

Financial details of the acquisition were not disclosed, but in a letter to IPS Advisor Pro users, the company assured that functionality and support of the software would continue as it is today for the foreseeable future. Norm Boone and Linda Lubiz Boone will remain on board as consultants to fi360, but no doubt the acquisition will allow them to devote a little more time to running their own advisory firms as well as other activities and interests.] fi360, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, today announced it has acquired IPS AdvisorPro®, a cloud-based technology that helps financial advisors develop customized investment policy statements (IPS), which are used to document client investment goals and the subsequent procedures to achieve those goals.

Defend your online reputation before it’s too late from InvestmentNews.com

Kristen Luke, founder of Wealth Management Marketing, gives advisers five ways to combat negative online search results.

Kristen Luke, founder of Wealth Management Marketing, gives advisers five ways to combat negative online search results.

[In other news, you’re probably watching this broadcast because you saw a link on Twitter, LinkedIn, or Google+, so chances are you have some type of presence on social media. But did you know that NOT having a social media presence can actually be a risk to your business?

In her debut column for InvestmentNews, Wealth Management Marketing founder Kristen Luke provided two examples of how an advisory firm’s reputation was tarnished because of unflattering information that showed up on the first page of search results for each company.

So what can you do if your firm’s reputation is affected by online search results?

Luke offer five actions you can take right now to combat negative online publicity and reduce the impact of unfavorable press.] You are at risk for a negative online reputation whether or not you engage on the Internet. Two examples come to mind.

Envestnet | Tamarac builds Tamarac University Online, a massive online training program for the Advisor Xi software suite from FPPad

[And finally, you know how important comprehensive training is when you roll out any new technology in your business. Training is critical to the adoption and success of any tool you introduce in your firm.

The folks at Envestnet|Tamarac understand that, and have rolled out a new massive online training resource called Tamarac University Online.

I got a preview of Tamarac University Online, which features training modules on their entire suite of tools, including Advisor CRM, Advisor Rebalancing, and the Advisor View online portal. Each module features hours of how-to videos and instruction, which you can watch on demand anytime, and since it’s mobile friendly, using any device.] Envestnet | Tamarac builds an online university to help advisers master the company’s total office software


Watch FPPad Bits and Bytes for October 18, 2013

Watch FPPad Bits and Bytes for October 18, 2013

FPPad Bits and Bytes for October 28

I just came back from Brooklyn where the NAPFA Practice Management and Investments conference was held. While away, I kept an eye on new tech stories for advisers and wrapped them in one nice convenient package for you here:

TD Ameritrade Institutional Veo® Integration with Salesforce CRM Helps Financial Advisors Manage Important Client Relationships from amtd.com

[My Bits and Bytes post for September 9 listed TD Ameritrade’s announcement of an impending release of Salesforce CRM for its advisers. Yesterday, TD formally announced its release, which includes pre-defined workflow sequences advisers can use to get up and running quickly.] TD Ameritrade Institutional today introduced a Veo advisor platform integration with Salesforce CRM and other third party systems. The customized CRM app offers advisors flexibility, automated workflows and easier access to client data to help improve efficiency and client service.

Pershing Expands Anytime, Anywhere Account Access for Investment Professionals and Advisors With the Launch of Web-based NetX360.com from PRNewswire.com

[You knew lots of announcements were coming now, just days before Schwab IMPACT next week. Here’s an update from Pershing, which is in the final testing phase of rolling out a 100% web-based solution for its NetX360 platform. Notably, the platform supports multiple browsers, including Chrome and Safari, which I feel is a very wise decision.] Pershing LLC, a BNY Mellon company, announced today that it has expanded its leadership of anytime, anywhere account access with the introduction of a browser-based version of its innovative, open-architecture NetX360® technology platform.

Turning planning on its head from InvestmentNews.com

[Davis Janowski covers a new entrant into the financial planning software space. Free, web-based inStream from inStream Solutions, headed up by McLean Asset Management’s Alex Murguia, looks to be a streamlined challenger to the established, high-maintenance software applications traditionally used by advisers.] Planning tools that predict a client’s future needs, advanced financial calculators and an integrated contact management system make inStream a robust, cloud-based product.

EISI strikes a deal to cash out its shareholders from RIABiz.com

[A property and casualty insurance software provider bought the maker of NaviPlan. Add this to the Financeware patent-infringement issues from a few months back, and you have some “what’s next?” thoughts with respect to the future of financial planning software.] Faced with an innovation challenge and increased competition, Emerging Information Systems Inc., North America’s biggest financial planning software company, responsible for NaviPlan and Profiles financial planning software, announced yesterday that its shareholders have reached a deal to sell EISI.

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.