All posts by Advisor Technology
3 Visionary RIA Firms Honored at Impact
Schwab IMPACT Awards® Honor Three Visionary Firms Schwab Advisor Services announces winners of its 2012 IMPACT Awards® for independent registered investment advisors (RIAs). Winners were recognized during a ceremony at Schwab’s IMPACT® 2012 conference, one of the nation’s largest and ... Read More »
Schwab Upping the Ante on National RIA Advertising
Schwab Takes “RIA Stands for You” Campaign to the Next Level With New Advertising, an Expanded Website, and Plans for an Advisor Directory Campaign to educate affluent investors about the RIA difference evolves to include voice of the investor and ... Read More »
Hyper Efficiency: Integrating CRM and Performance Reporting
Envestnet | Tamarac™ Integrates Performance Reporting and CRM with Schwab Openview Gateway™ Central, Secure, System to Access Critical Client Data Reaffirms Commitment to Empowering Advisors with the Technologies to Make their Practices More Efficient and Profitable Chicago – Envestnet | ... Read More »
Envestnet | Tamarac™ Concludes User Conference
Highlights from Final Day of Conference SEATTLE – September 20, 2012 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, concluded ... Read More »
MoneyGuidePro Launches Cloud-Based G3
A new cloud-based version of Money Guide Pro launched recently, amid some media fanfare. Despite the attractive new features and functionality, the list price of the software at the time of the announcement did not change. For a walk-through of ... Read More »
TD Ameritrade’s Redesigned Mobile Apps
TD Ameritrade has redesigned and enhanced its suite of mobile apps, adding comprehensive information and new functionality to its already popular mobile offerings. “As the leader in mobile trading we’re continually working to give traders and investors the most robust, ... Read More »
SunGard Launches Mobile Report Access
Mobile Report Access Reduces Need to Print and Carry Paper Reports SunGard has launched WealthStation Mobile Report Access to help advisors engage with clients and demonstrate their value, as part of its comprehensive wealth management mobility strategy. The solution gives advisors mobile ... Read More »
Schwab Rolls Out New, Free Workflows for Advisors
New Universal Workflows Free to Download; Applicable Regardless of CRM In order to help advisors gain greater efficiency in their business practices, Charles Schwab announced today that a full library of 28 universal workflows are now available in the Schwab ... Read More »
Tamarac Selected in Schwab Intelligent Integration
Schwab Announces Envestnet | Tamarac™ as Selected Participant in Schwab Intelligent Integration™ Envestnet, Inc., As part of the ongoing initiative to integrate with leading platforms serving independent investment advisors, Schwab announced today that Tamarac, a division of Envestnet, Inc., has ... Read More »
