On today’s broadcast, Redtail is the beneficiary of two announcements, MoneyGuidePro releases G4, and see the latest audio and video solutions to enhance your online content
So get ready, FPPad Bits and Bytes begins now!
Today’s episode is brought to you by Kaleido, introducing their new flexible marketing services that turn your marketing plan into action.
Learn how Kaleido can help you implement the marketing projects you’ve been putting off by visiting fppad.com/kaleido.
Here are the links to this week’s top stories:
Zapier integration with Redtail CRM is now available from Redtail Technology
[This week’s top story is a two-for-one about Redtail Technology, as the CRM provider was first mentioned by Morningstar as the company is further expanding its integration with the popular CRM for advisors. Two years ago, Redtail users started accessing Morningstar research and analytics directly in the CRM, and with the latest integration, users of both solutions can transfer data between the two systems, reducing the amount of manual data entry as well as synchronizing client and account data viewed in Redtail CRM.
The second story from Redtail is the announcement of a new integration with Zapier, a popular web automation application. The connection with Zapier means that Redtail users can use triggers in Redtail, such as a new activity or a new contact in the CRM, to create an action in another program, which includes over 500 popular services like Slack, Google Docs, MailChimp and many more.
Other providers, including Wealthbox CRM, have been hinting at soon-to-be-released integrations with Zapier and others for several months now.
So if you’ve been frustrated with the lack of direct integrations within your CRM, you’ll soon be able to build your own custom trigger and action workflows using apps like Zapier.] Redtail CRM is now available publicly in Zapier’s App Directory in beta version.
[Next up is news from MoneyGuidePro, as the financial planning software provider officially released the fourth generation of its software, aptly named G4. Advisors will definitely notice an updated look and feel to the user interface, but G4 largely retains many of the core features present in the prior version, G3, such as the Play Zone, Social Security Maximization, and the What Are You Afraid Of? modules.
One of the more significant changes is the addition of five pre-built workflows called “conversations” which are used to streamline the creation of an initial financial plan. Advisors can complete the conversation data entry alone or together with clients in a meeting, or decide to grant clients access to an online portal where they enter data completely on their own.
The pre-built workflows limit the amount of data needed to create a plan so that the entire process isn’t overly tedious. With a preliminary plan created, advisors can then drill down into more specific areas of the plan.] PIEtech’s vision, “Everyone needs and deserves a quality financial plan,” has never been truer – for both advisors and clients. Today, PIEtech released the fourth generation of MoneyGuidePro® to help financial advisors develop and deliver quality financial plans on an unprecedented scale.
FPPad Coverage from the 2016 NAB Show on YouTube
[And finally, I want to wrap up this week’s broadcast with a heads up about the videos Steve and I made at the NAB Show last week. We featured the top video, audio, and technology gadgets, as well as whatever that thing is, from over 1,800 exhibitors that you can use to start making your own online content. You’ll learn about 360º cameras, wireless microphones, lighting, production resources and more that are all affordable and easy for you to use.]
Here are stories that didn’t make this week’s broadcast:
Advisors striving to improve the client experience by providing offerings tailored to their entire financial picture can now seamlessly aggregate their client’s data into a fully customized online wealth management platform.
Data Points announced today the release of its Predicting Wealth™ platform, which provides the financial services industry a scientific way to identify clients with the highest potential for building wealth across all market segments. The platform delivers analytics on the financial behaviors of clients and predictive assessments to drive financial success.
Today, United Capital Financial Advisers, LLC (“United Capital”), a Financial Life Management firm, announces the launch of FinLife Partners, a turnkey advice and planning platform that allows independent advisers access to the firm’s proprietary Financial Life Management system, including adviser-branded client experience tools, digital workflow technology and personalized on-demand coaching.
SEC Warns More Cyber Enforcement Actions Coming from Nasdaq.com
The SEC has a long to-do list, but ensuring that advisors and other registrants are protecting clients’ sensitive information from cyber threats is right at the top, and more enforcement actions are expected.
PayPal leads $30 million round in Acorns investing app from TechCrunch
Acorns, the investing app, is announcing a $30 million strategic investment from PayPal, with participation from the Rakuten FinTech Fund. This brings the team’s total funding to $62 million.
Katch is shutting down May 4th from Katch
After 12 months of building the best way to save and discover mobile live streams, it is with great disappointment that we must announce that Katch will be shutting down.
Docupace Announces Independence from RCS Capital (RCAP) from BusinessWire
Docupace Technologies LLC, financial services’ premier digital compliance and cyber security company, announced today that it will pursue growth independently of investment from RCS Capital Corporation