TD Wants Veo Integration to Be a 'No-Brainer'

TD Wants Veo Integration to Be a 'No-Brainer'

TD Ameritrade recognized AdvisorEngine with an Innovation Award for its deep integration with Veo technology, including iRebal and advanced alerts.

TD Ameritrade Institutional Gathers Leading Technology Innovators to Take Veo One® to the Next Level

TD Ameritrade Institutional Gathers Leading Technology Innovators to Take Veo One® to the Next Level

TD Ameritrade Institutional selected AdvisorEngine for its 4th annual Veo Integrated Awards, which recognize firms doing the most to leverage integrated technology. AdvisorEngine is the winner of the Innovation Award for offering advisors an online advice solution to improve the technology experience of traditional offerings or function as a separate “robo-advisor” for select clients. Through AdvisorEngine advisors can open accounts, transfer cash, generate billings and sync up investment models. AdvisorEngine has also leveraged Veo Open Access Advanced Alerts, that notifies advisors when clients update information or conduct transactions in their accounts.

Apex Expanding Into RIA Custody, Even as Wealthfront Ditches The Platform

Apex Expanding Into RIA Custody, Even as Wealthfront Ditches The Platform

Apex Clearing, which offers the AdvisorEngine digital platform, has become a significant player in the independent RIA custody and clearing space as a low cost/most digitally-capable solution, which helps advisors reduce their client costs even more. 

Robo advisers, digital advice, and the future of the advisory business

Robo advisers, digital advice, and the future of the advisory business

Digital advice platforms are becoming an increasingly valuable tool in the financial advisory world but there are distinct differences between retail providers and technology designed specifically for advisors. AdvisorEngine conceived and built their platform from the beginning to help advisors grow and improve their client service experience.

AdvisorEngine Robo-Advisor-For-Advisors Platform Acquires Kredible

AdvisorEngine Robo-Advisor-For-Advisors Platform Acquires Kredible

Noted fintech thought leader, Michael Kitces summarizes the acquisition of Kredible by AdvisorEngine as making sense because it provides a way to help its advisors actually get better at attracting prospective clients. He explains, "robo tools won’t help most financial advisors reach Millennials until/unless they get better at digital marketing in the first place."

AdvisorEngine Buys Practice Management Firm Kredible

AdvisorEngine Buys Practice Management Firm Kredible

The acquition of Kredible marks the second purchase by the B2B robo company in 2017, following the purchase of goals-based financial planning technology from Wealthminder in February. CEO RIch Cancro said, “The financial investment and strategic relationship with WisdomTree has allowed us to expand the AdvisorEngine platform to deliver an innovative and sophisticated set of tools that advisors can use to differentiate themselves from the competition.”

AdvisorEngines Acquires Kredible Technologies

AdvisorEngines Acquires Kredible Technologies

Half of new client prospects say they have eliminated a financial advisor from consideration because of what they saw in their online presence, says Brad Shepard, Kredible founder and CEO. “The modern advisor must evolve to meet ever-changing expectations” of prospective clients.

AdvisorEngine Acquires Kredible, Strengthens Advisor Growth Program in Partnership with WisdomTree

AdvisorEngine Acquires Kredible, Strengthens Advisor Growth Program in Partnership with WisdomTree

AdvisorEngine has acquired the assets of Kredible, a technology-enabled, research-driven firm targeting financial advisors with the goal of helping advisors modernize and enhance their online presence. Kredible research, including eye-tracking studies of high net worth clients, shows that approximately 72% of the clients surveyed said online information is “extremely” or “very” influential to who they hire.

Technology for Financial Advisors: A Quick Review of Tech World Display at T3 Advisor Conference

Technology for Financial Advisors: A Quick Review of Tech World Display at T3 Advisor Conference

Big news at the T3 Conference was AdvisorEngine's partnership with FinMason for institutional-level risk analytics, and it's the purchase of Wealthminder for the first integration of a sophisticated financial planning calculation engine into the “traditional” suite of robo services. "It’s not hard to imagine prospects going to your website, comparing their current portfolio’s performance to your models, and then doing some of their own financial planning work on the computer screen—before they ever meet you face-to-face." 

The Latest In Financial Advisor #FinTech (April 2017)

The Latest In Financial Advisor #FinTech (April 2017)

Financial planner, commentator and educator, Michael Kitces provides.a great summary of recent news, announcements and trends in the financial technology space, including a highlight of AdvisorEngine's recent acquisition of Wealthminder.

What’s the Difference between a TAMP and a Robo?

What’s the Difference between a TAMP and a Robo?

Industry technology expert Bob Veres explains the distinction between a TAMP – which he characterizes as a product, like an annuity or non-traded REIT – and an online account platform – which is software like the semi-automated rebalancing engines. 

Essential tech tools for advisors in 2017

Essential tech tools for advisors in 2017

Founder and Managing Director of North Capital Private Securities explains why his firm selected AdvisorEngine to incorporate digital advice into their services, something he views as a “multifaceted business opportunity.”

The Full Spectrum of Client Experience

The Full Spectrum of Client Experience

Wealthminder founder, Rich Ellinger, discusses discusses how combining with AdvisorEngine will deliver a more robust offering for advisors. The Wealthminder software helps advisors more easily develop a financial plan, deliver advice and recommendations on that plan, and track results for their clients.