Advisor Applications
Competitive Intelligence: New Consumer Financial App Offers "The Complete Financial Plan" For $349
Another web-based competitor to advisors has popped up — “a women-centered company with the mission of educating readers about money and how it affects all aspects of her life, from where to shop, what to buy and how to save. LearnVest publishes information about personal finance, time management, organization, career and relationships to enable every woman to lead a full life.”
Here’s the topper: LearnVest’s top solution is “Complete Financial Plan” created by a team of CFPs for $349.
Most advisors will dismiss
Airing Recent Comments On Advisors4Advisors About MoneyGuide Pro's New Pricing And CashEdge Versus By AllAccounts For Account Aggregation
In a post two weeks ago, I said I understood MoneyGuide Pro’s recent price increase, which spawned some important responses from advisors and a thrashing of CashEdge. It’s worth going over these comments from advisors.
My story addressed a comment on A4A made by financial advisor Tim Knott in which he appeared to be complaining about MGP levying a 10% price increase. In subsequent comments, Knotts and other advisors clarified the issue. He was not so much objecting to the 10% price increase as he was that he was being charged for an additional partner in his firm.
RIAs Can Now Provide Clients TD Ameritrade Holdings And Transactions From Their Website Instead Of Sending Clients To TDAI's Website
RIAs can now provide clients reports generated by TD Ameritrade Institutional’s (TDAI) Veo platform via their own websites. Every time clients check their TDAI accounts is now an opportunity to communicate with clients, thanks to a new AdvisorVault integration with TDAI's Veo system.
TD Ameritrade Institutional deserves kudos. TDAI is opening up its system to advisors by distributing an Application Programming Interface (API) for its custody system. It's open-architecture and allows TDAI-affiliated RIAs more flexibility and choice in choosing their technology vendors. Ope
Advanced Configuration Settings In AdvisorVault's Client View Aid Broker-Dealers And RIAs
As strange as it may seem to Registered Investment Advisers, B/Ds are concerned about possible liability exposure arising when clients are able to upload documents to their advisor’s online vault. While the issue could be dealt with contractually, it is worth mentioning the concern of one B-D and the improved configuration settings recently added to AdvisorVault to address the issue and others and that benefit RIAs as well as B-Ds.
Free App For Getting Documents Signed Over The Web Has Potential To Streamline A Troublesome Process For Advisors
Getting electronic signatures is becoming easier, and now a free app provides a way to get an agreement signed securely over the Web.
