iQuantifi is a new company I discovered at FinovateSpring 2012 (see FinovateSpring 2012 highlights for independent financial advisers: Day 1). I met with with founder and CEO Tom White to get more information on the company’s product. iQuantifi was also awarded Best in Show for FinovateSpring 2012, one of 7 out of 64 presenters. Quite the accomplishment!
Yesterday I covered inStream Solutions’ presentation at FinovateSpring 2012 (see FinovateSpring 2012 highlights for independent financial advisers: Day 2). Below watch a short spotlight video with inStream CEO Alex Murguia about the ways the application can expand beyond the independent RIA marketplace.
In today’s video spotlight, Neal Ringquist, president of Advisor Software, Inc. speaks about his company’s enterprise integrations of rebalancing software. Most major custodians include this software, yet advisers likely don’t know they’re using an Advisor Software product.
Also on tap is a discussion of the goalgamiPro app for advisers and how it can be used to produce a Household Balance Sheet for advisory clients. Enjoy!
Last week you found out about TD Ameritrade Institutional’s updates to the Veo® Mobile app for ipad, including the ability to trade equities and mutual funds and stream CNBC.
Yesterday, Jon Patullo, Managing Director of Technology Product Management, gave me an exclusive tour of the app’s new features from TD Ameritrade Institutional’s offices in Fort Worth, TX. Enjoy the video.
Today’s video spotlight features a discussion with Ed O’Brien, Senior Vice President and head of technology for Fidelity Institutional Wealth Services.
O’Brien starts off with an update of the WealthCentral platform and the latest enhancements added by the company, addresses mobile apps and how advisers have adopted new interactivity, and finishes with e-signature options available for Fidelity’s partners.
Today’s video spotlight features Alex Murguia, CEO of inStream Solutions, a new financial planning software application built around the proactive planning process.
Hear Murguia address the challenges his firm, McLean Asset Management, faced with traditional, reactive financial planning models and the investment he and his partners made to create a new, proactive solution. In addition to proactive alerts, hear about the marketplace inStream creates to aggregate financial calculators and products that can benefit clients’ financial plans.
In today’s video spotlight, John Prendergast, co-founder and CEO of Blueleaf, discusses a variety of topics relevant to advisers as the advice delivery model continues to evolve. Learn what Blueleaf does for both advisers and consumers and how the company challenges assumptions and learns new insight by testing and experimentation.
In today’s video spotlight, I spoke with Jim Lonergan, CEO of The Connors Group, where he details The Machine Advisor, an “investment decision support” software application to help advisers better manage portfolios. The Machine Advisor does generate daily buy and sell alerts, but Lonergan says that it’s more than just a “black box” when it comes to managing and trading portfolios.
Financial advisers struggle to balance the many obligations of managing a successful business. For many, there’s the feeling that there simply just isn’t enough time in the day to do what they want; service clients and grow the business.
That’s where someone like Jennifer Goldman comes in. As president of My Virtual COO, she solves pain points and disorganized or non-standard internal processes on behalf of an adviser’s business. In this spotlight interview from the T3 conference, hear how Goldman and her team hope to provide the work/life balance that her clients seek.
