Advisor Applications

Securities America Wins BISA Technology Innovation Award for Advisor Dashboard

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Securities America received the first Technology Innovation Award for its advisor workstation dashboard at the Bank Insurance & Securities Association (BISA) annual conference.

Schwab Launches App Enabling Advisors Mobile Access With Android Phones And Tablets, And Kindles

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Charles Schwab announced today the launch of the Schwab Advisor Center app for Android, allowing advisors to access client account information via all Android devices, including phones, tablets, and Kindle products.

Advent Software's Black Diamond Division Inks Deal With Raymond James RIA Division

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Advent Software, Inc., a leading provider of portfolio management software and services, has announced an agrement the Investment Advisors Division (IAD) of Raymond James Financial. Advent's Black Diamond reporting platform will be available to independent registered investment advisor firms that use Raymond James as their custodian.

Income Discovery, A Retirement Income Planning App, Fills A Niche In Software For Financial Advice Professionals

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Filling a gap in retirement income planning software for professionals, Income Discovery (ID) is a noteworthy app. ID puts advisors in control of a powerful toolset for forecasting income streams of bond ladders and annuities as well as broadly diversified securities portfolios, a practice area where professionals must focus on more often as Baby Boomers require safe withdrawal strategies.

Junxure CRM Announces Schwab OpenView Gateway Enhancements And Envestnet Integration

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Junxure, a CRM used by 1,500 RIAs, today announced its latest release, Junxure Version 9.5, which enhances user experience, promotes workflow management and extends business development support to the company's desktop-based solution.