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Grapevine6: A Social Media Secret Weapon for Advisors

Grapevine6: A Social Media Secret Weapon for Advisors

Posted by on Jul 4, 2016 in Software Review

Maintaining engagement with clients and prospects has always been a costly and time-consuming, yet critical task for financial advisors. Social media has provided a free communications channel, but it does not reduce the effort required to locate or create and distribute captivating content. It has been a perennial industry puzzle: how can advisors effectively leverage networks such as LinkedIn, Twitter and Facebook […]

Can TD Ameritrade Turn iRebal Into the RoboAdvisor Engine of Choice?

Can TD Ameritrade Turn iRebal Into the RoboAdvisor Engine of Choice?

Posted by on Jun 13, 2016 in Portfolio Management, Software Review

While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy.  Firms are pitching themselves as technology plays rather than just online RIA’s that mostly eschew human advisors. TD Ameritrade is positioning their latest version of iRebal as the ‘Intel inside’ for online advisors.  The technology savvy custodian […]

3 Strategies for Digital Client Engagement With Vestorly

3 Strategies for Digital Client Engagement With Vestorly

Posted by on May 31, 2016 in Software Review

Once upon a time, creating client engagement online took a lot of time and effort. Advisors labored to create original content, or scoured the Internet for articles to share. Results were often stodgy, boring, and mediocre. Clients and prospects ignored the shared content, and no one lived happily ever after. Along came a wave of startups looking to […]

Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Posted by on Dec 6, 2015 in Financial Planning, Software Review

Earlier this year, we held a financial planning software throwdown here at Wealth Management Today between eMoney Advisor and MoneyGuidePro—two of the most popular financial planning applications on the market. We scored both packages on a five-point scale in seven categories: user experience, client portal, planning, analytics and reporting, integrations, security and cost. Both tools scored […]

6 Ways that Socialware Can Save Advisors from Social Media Failure

6 Ways that Socialware Can Save Advisors from Social Media Failure

Posted by on Nov 18, 2015 in Software Review

Social media can be much like the Wild West.  It appears to be a land of opportunity for advisors who want to prospect and post their thoughts on Facebook, Twitter and LinkedIn. But the free-wheeling atmosphere of social media networks can quickly seem like the O.K. Corral for executives and compliance officers. Now there’s a new sheriff in town. Socialware, […]

Jemstep Advisor Pro Helps Convert Robo Prospects into Clients

Jemstep Advisor Pro Helps Convert Robo Prospects into Clients

Posted by on Sep 21, 2015 in Software Review, Technology

While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer to stay low-key and build their businesses the old fashioned way; by providing innovative solutions that add value for clients. Jemstep falls squarely into the latter category.  While they began as a direct […]

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

Posted by on Feb 4, 2015 in Financial Planning, Software Review

As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create stronger client engagement will have a competitive advantage. Financial advisors are already inundated with endless streams of information and marketing messages.  And […]

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

Posted by on Jul 15, 2014 in Portfolio Management, Software Review

As part of my series of articles on portfolio rebalancing software, I met with some folks from Interactive Advisory Software (IAS), who were kind enough to give me a demo of not only their rebalancing tools, but their entire wealth management platform, called Solution 360. IAS is based in Egg Harbor Township, NJ and was founded in 2000.  They […]

Orion Advisor Services Pumps Up Financial Planning with ASI Integration

Orion Advisor Services Pumps Up Financial Planning with ASI Integration

Posted by on Apr 7, 2014 in Financial Planning, Software Review

I have been writing for a while about the trend of advisors moving away from stand-alone investment advice and more towards a household-level, holistic approach to managing client wealth.   Of course, the right tools must be available to them for this approach to work and they must be able to scale with their business.  […]

TD Ameritrade Comes Out Swinging with iRebal Update

TD Ameritrade Comes Out Swinging with iRebal Update

Posted by on Mar 10, 2014 in Portfolio Management, Software Review

I began this series of articles on portfolio rebalancing software with a panel of four product vendors at last year’s T3 Conference. (see Which Portfolio Rebalancing Software is Right for You?)  One of those products was iRebal and since then I have been looking forward to writing a more in-depth review of it. I recently […]