ETF.com This Fintech Tool A Swiss Army Knife For Advisors
ETF.com's July issue of the ETF Report names the Tamarac Advisor Suite as their Fintech Tool of the Month. See how Bronfman E.L. Rothschild is using Tamarac to leverage their time, so they can spend more time in front of the client and less time on the back-office items.
Technology Tools for Today Stuart DePina: Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LP – June 17, 2016
"Integrated" and "transparent" are common buzzwords associated with today's wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as limited partnerships and jointly owned accounts. But now, thanks to software updates within the industry, this is no longer the case.
ThinkAdvisor June 2016 Fintech Report Card: 8 Top Tech Events – June 10, 2016
Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
On today’s broadcast, I’m on location at the Envestnet Advisor Summit. You’ll hear from Bill Crager about Open ENV, Stuart DePina on adding Salesforce integration to Tamarac, and hear how the Yodlee acquisition is enhancing the Envestnet platform.
InvestmentNews Portfolio rebalancing breakdown – November 24, 2015
Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client's portfolio one by one, advisers can change a batch of accounts, view assets and review recommendations.