I last spoke with Eric Clarke, President and CEO of Orion Advisor Services, at the TD Ameritrade Institutional 2012 Conference on his company’s integration with Veo® Open Access.
In my latest conversation with Clarke at the T3 Conference, he provides an overview how Orion delivers value-add services beyond performance reporting, including e-signautre support, rebalancing and trading engines, account billing, web portals, branded mobile apps for iOS and Android.
Advisers, particulary those who manage portfolios in an active fashion, are no strangers to portfolio analytics software. Several popular tools such as Morningstar Principia and AdvisoryWorld have been industry staples for years.
But a new portfolio analysis system came to my attention at the T3 conference in February called StatPro Revoluition. It’s a cloud-based portfolio analytics platform aimed at delivering consolidated, visually-appealing reports to both advisers and clients on demand.
I sat down with Andrew Peddar, CEO of North America at StatPro, to get his take on how StatPro is positioned relative to the competition in the analytics segment.
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.
AdvisoryWorld has a number of portfolio tools available capable of creating reports for advisors and clients alike.
In this video spotlight, Mike Wilson, COO of AdvisoryWorld, talks about how advisors use their platform for actual and hypothetical performance reports and the different integrations AdvisoryWorld currently supports.
How do financial advisers set aside more time to work with clients? One way is by outsourcing activities that aren’t client facing.
Here in this Video Spotlight, I speak with AssetBook President and CEO Rob Major about the benefits of hiring an outsourced portfolio service bureau. As you’ll hear from Major, options for advisers might not be as expensive as one might think, and the efficiencies and data accuracy to be gained are fairly substantial.
Financial advisers purchase Laserfiche document management software through a network of resellers. One of those resellers is CitiesDigital, Inc, led by President Patrick Welsch.
I sat down with Patrick at last month’s T3 Conference in Dallas to ask him about common barriers to Laserfiche implementations among financial advisers and get a better idea of the additional services CitiesDigital created to meet the compliance and record keeping needs of advisers.
Watch the session from T3 2012 titled Competing Against Robo Advisors to understand how your business must change in the face of disruptive, well-funded startups.
On Saturday, February 18 at the Technology Tools for Today (T3) conference in Dallas, TX, I moderated a panel discussion featuring John Prendergast, Co-founder and CEO of Blueleaf, and Alex Murguia, Co-founder of inStream. The session was titled Competing Against Robo Advisors: Delivering Advice in a New World, which addressed the rising trend of online startups who are launching low-cost financial advice platforms.
Companies like Personal Capital, Wealthfront, and LearnVest are encroaching on the independent financial adviser’s value proposition, and are leveraging their internal talent and well-funded venture capital to disrupt this industry.
I feel that the topic deserves attention from advisers, particularly for those who actively seek to attract wealth accumulators in their 30s and 40s. John sent me a text an hour before our session asking if I could film it to share with you. I did, and uploaded the session in two parts to YouTube so you can watch it.
Here is Part 1:
And here is Part 2:
Here’s the third and final pilot in my Video Spotlight series from the TD Ameritrade Institutional 2012 National Conference. This clip features Chris Valleley, Senior Manager of Technology Product Management and his thoughts on vendor participation in Veo® Open Access and how the Technology Product Management team shares best practices with all integration partners.
Special thanks to Chris Valleley, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.
Here’s the second pilot in my Video Spotlight series featuring Jon Patullo, Managing Director of Technology Product Management for TD Ameritrade Institutional.
Special thanks to Jon Patullo, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.
I’m launching a new series on FPPad this year called Video Spotlight. Here’s the first in what I hope will be a growing segment of updates to the blog. Enjoy!
Special thanks to Eric Clarke, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.
