Search Results for: Financial Advisor

Pulse360-Launches-Automatic-Task-Creation-in-Partnership-with-Leading-Financial-Advisor-CRMs.
Business Fintech News

Pulse360 Launches Automatic Task Creation In Partnership With Leading Financial Advisor CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News Trading

AdvisorPeak’s Operation Rebalance 2.0 Delivers Free Trading and Rebalancing Solution for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AdvisorPeak today announced Operation Rebalance 2.0, a platform experience that provides advisors impacted by recent acquisitions or closures of their trading and rebalancing system with access to AdvisorPeak at no cost and with no strings attached. Advisors who have or had an active contract in 2020 with Oranj (recently closed), RedBlack......
Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech Investment Services News Risk Management Trading

Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment, investment analytics, and trading software, has introduced free access to its award-winning platform. The industry’s leading financial technology firm is now offering Riskalyze Trading and Riskalyze Elite at no-cost for advisors through the end of the year. This limited-time offer waives......
Life-Settlement-Pioneer-Launches-PolicyAppraisal.com-for-Financial-Advisors
Business Fintech Investment Services News

Life Settlement Pioneer Launches PolicyAppraisal.com For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Life insurance settlement industry pioneer Wm. Scott Page recently announced the launch of PolicyAppraisal.com, a website that uses custom algorithms to enable financial advisors and life insurance agents to determine the existing value of life insurance policies. Using its proprietary software know as Value Finder™, PolicyAppraisal.com’s team uses analytics to quickly identify if......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech News

Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows

Fintech News Desk
by Fintech News Desk0
A survey of 2,000 adults investigated how people interact with marketing tactics conducted by financial advisors. Key takeaways include: Almost two-thirds (63%) of respondents said insightful and educational content, as well personalization, would make an advisor’s marketing stand out 84% of Americans said personalized content is very important when working......
Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds
Business Fintech News Risk Management

Only 23% of Financial Advisors Have a Defined Marketing Strategy, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released its second-annual financial advisor marketing survey, which revealed contrasts between effective and ineffective advisor marketers. The survey found that that 77% of advisors have no defined marketing strategy and that only 49% of advisors are confident that they will meet......
Voya Financial Advisors Enhances Digital Experience to Help Improve Retirement Outcomes
Fintech News

Voya Financial Advisors Enhances Digital Experience to Help Improve Retirement Outcomes

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced new enhancements that the company’s retail wealth management firm, Voya Financial Advisors, Inc. (VFA) is making to both its financial professional and client-facing platforms. As part of VFA’s commitment to helping improve outcomes through purposeful innovation, the new, simplified platforms will include: digital account opening, allocation modeling,......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Business Fintech News

New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
by Fintech News Desk0
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Investment Services News

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment reports that allow advisors to quickly and easily generate detailed client communications Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward,......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Fintech News

UBS Hires Three Financial Advisors in Los Angeles and Orange County

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that three financial advisors have joined the firm in California. Henry Anthony (Tony) Hernandez and Robert Magallanes will be based in Irvine, Orange County, and Carl Nelson will be based in downtown Los Angeles. Cumulatively, the advisors manage more than $400 million in client assets. Read......
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