Advisor Applications
TD Ameritrade Integration With Salesforce Outdoes Schwab's Effort
Yesterday, just three weeks after rival Charles Schwab announced its integration with Salesforce, the world’s most popular CRM system, TD Ameritrade announced its own integration with Salesforce, and it is far more ambitious than Schwab’s effort.
Hurricane Irene Battered East Coast, But Advisor Websites Hosted By Advisor Products Stayed Live
Hurricane Irene, the biggest storm to hit the New York metropolitan area in 25 years, battered Long Island with 65 mile-an-hour winds and gusts to 85, but service to Advisor Products websites and customers were uninterrupted.
Data Shows Advisors Deeply Integrating AdvisorVault's Secure Document Sharing Into Their Daily Routine
An analysis of logins by users of AdvisorVault, a secure application for sharing documents with clients and allied professionals, shows that more than 100 advisors averaged two logins into AdvisorVault every business day over the past year.
One advisor logged in nearly 8,000 times in the past year, according to the data.
Schwab Advisor Services Integration With Salesforce Moves Into Production Next Month
Schwab Advisor Services says it has completed a beta test of its integration with Salesforce, the world’s most popular CRM, and is headed for a pilot test on its custody system with 24 RIAs.
Social Media Compliance Startup Socialware Raises $7 Million
Socialware said Tuesday it got $7 million in a Series C funding round led by Morgan Stanley Expansion Capital. Socialware is one of the leading vendors helping advisors with the requirements regulators impose on their use of social media.
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