AdvisorEngine Re-Architects its Technology to Support Client Growth and Foster Platform Openness

AdvisorEngine, the financial experience company, today announced the rollout of a brand new technical architecture. The completion of this initiative brings immediate benefits for financial firms, advisors and their clients. This transformation positions AdvisorEngine to scale on demand to meet rapid advisor growth through its newly minted technology back-end.

"Financial advisory firms require speed, accuracy, resiliency and the ability to scale, so we are constantly investing in modernizing our technology. Our latest wave of development strengthens the backbone of our offering and positions us to integrate more deeply with other technology providers,” said Tim Betts, Chief Information Officer at AdvisorEngine. 

Advisors will benefit from significantly faster system performance across multiple features, including paperless client on-boarding, portfolio analytics, goals based financial planning, performance reporting, trading and rebalancing, fee-billing, automated alerting and document sharing. Data acquisition and batch processing capabilities will also be enhanced across the platform.

"Incorporating new technologies increases our speed-to-market through reduced development times. Improving our monitoring and remediation tooling allows us to react swiftly to any data anomalies," said Vladimir Baranov, Chief Technology Officer.

Betts also added, “From a recruiting standpoint, this project is exciting - talented engineers and product managers want to learn within the most modern technology.”

To accommodate the growth and evolution of AdvisorEngine technology, the company is expanding its team through new hires in engineering, product management and quality assurance roles. Candidates interested in applying for open positions at AdvisorEngine can visit http://careers.advisorengine.com.

AdvisorEngine Introduces New Junxure Branding, Continues Company Evolution

Unveils new visual identity, logo and website for CRM product

AdvisorEngine, the financial experience company, today announced a rebranding initiative to align its visual identity with recently acquired Junxure, the leading CRM solution for financial advisors. The company unveiled an updated look across Junxure’s digital marketing channels, including a new logo and website aligned with the AdvisorEngine brand.  

The change comes at an exciting time for the company. In the five months since Junxure was acquired, CRM sales are proceeding at a record pace - putting the company on track for the best sales in its 17-year history. To support innovation and client support, AdvisorEngine has made key hires in Raleigh, expanding personnel by 25 percent so far this year. The company is also preparing for its annual conference, to be held in Nashville from October 10-12, 2018; it is expected to be the company’s biggest ever conference since its inaugural 2013 event.

“This new brand identity builds upon Junxure history and opens the door to the future of smart automation,” said Craig Ramsey, Chief Operating Officer of AdvisorEngine. “Today’s announcement brings in a new era for Junxure. It is a small but important step in our journey.”

“Following the Junxure acquisition, financial advisors have shown tremendous excitement about our vision,” said Rich Cancro, founder and CEO. “We are thankful for the support of Junxure clients and look forward to continued investment in new functionality and third party integrations.”

The new logo for the CRM features a stylized “X” that pays homage to its original design and tagline, “where information and action meet.” Its familiar navy and orange colors have been exchanged for the modern blue and green scheme to reflect AdvisorEngine graphic standards. The new logo and colors appear today on the Junxure’s redesigned website and social media accounts. The company also announced that its Junxure Cloud product will now be referred to solely as “Junxure,” while its Junxure Desktop product will retain its current name.

AdvisorEngine will continue to offer the CRM as a standalone product, without a change in pricing structure, and is investing to further enhance features and functionality.

Advisors attending the Pershing iNSITE 18 conference in Orlando June 6-8 can visit the AdvisorEngine booth #114 to view the new look and feel of Junxure CRM.

Advisors attending TD Ameritrade Institutional Elite LINC 2018 conference in Colorado Springs June 5-8 can visit the AdvisorEngine booth to learn more.

AdvisorEngine Enhances Rebalancing and Trading Capabilities, Integrates With Smartleaf

Smartleaf automated intelligent rebalancing is now available to AdvisorEngine clients at no additional cost

NEW YORK (May 23, 2018) - AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial advisors, today announced its integration with Smartleaf, a leading provider of automated portfolio rebalancing and tax optimization for wealth managers, RIAs, TAMPs, broker/dealers and banks. The addition of Smartleaf’s capabilities to the AdvisorEngine platform is the latest move towards its vision of enabling advisors through deeply integrated technology and data.

Cambridge, Massachusetts-based Smartleaf delivers a state-of-the-art automated portfolio rebalancing system, designed from conception to support compliant, customized, tax-optimized portfolio management at scale. Smartleaf is powerful and flexible enough to support both advisor-centric, high-net-worth services and mass-rebalanced roboadvisor accounts.

The integration enables shared clients to:

●      Easily onboard and manage accounts from a single platform  Seamlessly create portfolios, digitally onboard clients, fund accounts, deliver performance reporting and bill households.

●      Customize and tax-optimize accounts efficiently, consistently and at scale – Offer all clients a level of customization that was once the exclusive preserve of ultra-high-net-worth investors.

●      Configure rebalancing workflows – Firms may rebalance on a calendar, drift or opportunity score basis, programmatically implementing their desired approach to portfolio management.

●      View results at the summary or detail level – Dive deep into account-level rebalancing analytics or trade groups of accounts with one click.

●      Track orders with greater insight  AdvisorEngine’s order management system tracks orders from generation all the way through execution and allocation, providing status and feedback along the way.

Gerard Michael, president of Smartleaf, commented, “We are exceptionally pleased to be working with AdvisorEngine. Connecting AdvisorEngine’s front-office tools to Smartleaf’s rebalancing engine creates the most powerful portfolio management platform in the marketplace. It is the first integrated system that can support the consistent, efficient and compliant delivery of highly customized and optimized tax management for all investors  from the mass affluent to the ultra-high net worth.”

“We proudly welcome Smartleaf as an integration partner and look forward to the new opportunities this collaboration will bring to financial firms, advisors and their clients,” said Rich Cancro, AdvisorEngine founder and CEO. “Ultimately, this unified solution deepens our smart automation and mass personalization capabilities which drives transformational scale and value to advisors.”

ABOUT ADVISORENGINE

AdvisorEngine builds powerful and intuitive technology for financial advisors. The company delivers a unified experience across three core groups: client, advisor and business management personnel. AdvisorEngine’s wealth management technology platform operates at the forefront of the industry, applying smart automation to mission-critical advisor activities. The AdvisorEngine team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. For more information, please visit www.AdvisorEngine.com.

ABOUT SMARTLEAF

Smartleaf is the market-leading provider of automated portfolio rebalancing solutions. Smartleaf applies institutional-grade analytics to address the challenge of managing customized, tax-optimized portfolios at scale. Smartleaf was founded to make it possible for all investors to have their portfolios managed in a way that was once the exclusive preserve of the ultra-high-net-worth investor. With its innovative Taxes Saved and Health Checks reports, Smartleaf is transforming the client experience, enabling wealth management firms to show each investor a personalized record of continuous oversight, meticulous care and exceptional value. Smartleaf was founded in 1999 and is headquartered in Cambridge, Massachusetts. For more information, please visit www.Smartleaf.com.

AdvisorEngine Unveils New Experience for Prospects and Clients

New take on client portal creates a digital environment where advisors can deliver holistic wealth management

 NEW YORK (February 8, 2018) – Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent – can use AdvisorEngine technology to establish new connections and deepen existing relationships.

AdvisorEngine, the fintech company that is reimagining how technology can serve financial advisors, today unveiled a completely redesigned environment for advisors to engage with prospects and clients. This digital space enables engagement – driven by prospect, client or advisor – using goals-based financial planning, account aggregation, paperless client onboarding, investment analytics, performance reporting and document sharing as central features.

“The era of periodic client meetings is ending. The best advisors showcase their value to clients every single day.” said Rich Cancro, AdvisorEngine founder and CEO. “Our new tools foster consistent and scalable engagement, leading to better information sharing and more proactive relationship management.”

According to a recent Financial Planning survey, nearly 80 percent of advisors use a client portal in their business – a number that has continued to rise throughout the history of the survey.1

“Many portal offerings are flat interfaces – where clients can see, but not take action. Instead, we designed an environment where advisors and clients can collaborate during key wealth management moments,” said Craig Ramsey, AdvisorEngine COO.

AdvisorEngine’s new environment is incredibly easy to configure, allowing wealth management firms to display custom branding, colors and messaging. It is responsive on any device, creating a seamless experience across desktop, tablet and mobile.

The technology, currently in beta to a select number of advisory firms, is expected to be widely available in the spring. Advisors attending the T3 Technology Conference in Ft. Lauderdale can receive a preview in AdvisorEngine alley – booths 401, 403 and 405 in the exhibit hall. For more information or to schedule a demonstration, email info@advisorengine.com.

 

ABOUT ADVISORENGINE

AdvisorEngine is creating the future of financial advice – one that is personal, scientific and beautiful. The company delivers a unified experience across three core groups: client, advisor and business management personnel. AdvisorEngine’s wealth management technology platform operates at the forefront of the industry, applying smart automation to mission-critical advisor activities. The AdvisorEngine team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. For more information, please visit www.AdvisorEngine.com.

AdvisorEngine is Now Fully Integrated with Veo One

AdvisorEngine is one of six new Veo One integrations since June 2017

ORLANDO (February 1, 2018) –  As the accelerating pace of technology change raises the bar for independent registered investment advisors (RIAs), TD Ameritrade Institutional1 is helping clients envision how the latest advances can impact their firms and explore ways they can raise their own technology game and remain relevant in a quickly evolving industry.

Some 2,000 RIAs got a glimpse of tomorrow’s technology during TD Ameritrade Institutional’s annual RIA conference, 2018 National LINC, where they were able to rub elbows with virtual reality and digital assistants, match wits with artificial intelligence and demystify blockchain. Advisors experienced exponential technologies that may someday have applications in wealth management, such as augmented reality, virtual reality and brain-to-computer technology.

“These days, you can imagine the future and then, before you know it, what once seemed impossible has become reality,” said Tom Nally, president, TD Ameritrade Institutional. “We want to give independent RIAs the tools and capabilities they need to navigate a rapidly changing world, so that they may continue being drivers of disruptive change for the better.”

Indeed, TD Ameritrade Institutional has delivered several technology tools and services that advisors can be excited about in the here and now.

With enhancements to Veo One and iRebal, and the introduction of Model Market Center and the FA Insight Benchmarking Tool, TD Ameritrade Institutional offers the tools, services and functionality that can help advisors compete in a digital world. LINC attendees could see these and other new technologies in “Veo Village,” where 85 innovators are gathered to exhibit their latest and greatest.

Veo One Enhancements

TD Ameritrade Institutional extended its technology lead in the investment advisor space when it launched Veo One, a next-generation advisor platform that consolidates all of an advisors Veo-integrated technology tools into one desktop with a single sign-on.

In the past year, TD Ameritrade Institutional clients have realized the benefits of Veo One’s deep integrations with popular tools, which lets advisors move seamlessly among applications and automates routine workflows, saving them time and unlocking new efficiencies. In the coming year, TD Ameritrade expects to train and onboard 2,000 more firms. They also continue to make Veo One better.

TD Ameritrade Institutional has added 47 new features and functions, available on legacy Veo, to the Veo One platform in the past year. The result: Veo One has essentially all of the capabilities and functions of the legacy Veo. At the same time, Veo One continues to integrate more technology tools and services to its open-architecture platform, increasing its utility to more advisory firms who want to leverage technology investments they already made.

Just as they added 138 third-party technology tools since launching the Veo Open Access integration platform in 2011, TD Ameritrade Institutional will keep adding applications to Veo One over time.

AdvisorEngine is one of six new Veo One integrations since June 2017:

1.     AdvisorEngine

2.     Advyzon

3.     Blueleaf

4.     Envestnet – Tamarac

5.     RightCapital 

6.     Wealthbox

Veo One now features 22 integrated applications from 20 technology companies. These six new additions (listed above) join 16 tools and services previously integrated with Veo One:

·       AdvisoryWorld

·       DocuSign

·       eMoney

·       Envestnet - Finance Logix

·       iRebal on Veo

·       Junxure Cloud

·       Laser App Anywhere

·       Laserfiche Cloud

·       MoneyGuidePro

·       Morningstar AWS

·       Morningstar Office

·       Orion

·       Redtail

·       Salesforce

·       SS&C Advent - Black Diamond

·       thinkpipes 

Do More with Veo One

Advisors on TD Ameritrade Institutional’s Veo platform now also have access to more tools, widgets and workflow automations, such as an account opening wizard, a status tracker and remote deposit capture. The Veo Advanced Alerts platform lets different third-party systems receive updates from the Veo custody platform and communicate with each other, realizing even greater gains in efficiency.

In 2018, they made Veo One even more powerful by delivering big data and analytics tools right to advisors’ desktops, helping advisers gain critical knowledge about their firm’s performance and how they stack up against their peers. The first offering from Veo One Analytics, available now, is the FA Insight Benchmarking Tool, powered by more than 15 years of industry data on business performance, compensation and other key metrics important to business-owners.

Delivering meaningful innovation like this is a top priority for TD Ameritrade Institutional, as well as elevating awareness of the opportunities – and challenges – that come with change. With new tools and new capabilities, combined with expert consulting support, TD Ameritrade Institutional seeks to help RIAs navigate and embrace change.

“In order to stay relevant in this time of exponential change, advisors must adopt a future-forward mindset – an ability to play their businesses forward not just the next four quarters but the next five to 10 years,” said Nally. “A changing world doesn’t have to be intimidating or frustrating. We think it’s an opportunity and a good reason to be excited about tomorrow.”

To Learn More

To learn more about Veo One, iRebal on Veo or the FA Insight Benchmarking Tool, TD Ameritrade Institutional clients can contact their relationship manager. Other advisors can call them at (800) 934-6124.

Access to the Veo platform’s open access capabilities is provided as a service to independent advisors using the brokerage, execution and custody services of TD Ameritrade. Veo Open Access is an indication of potential programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of any third party’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by a third party. Since TD Ameritrade must ensure that all vendors meet security requirements, integration with new vendors is not immediate and cannot be guaranteed.

FA Insight is a product of TD Ameritrade Institutional, Division of TD Ameritrade Inc. FA Insight is a trademark owned by TD Ameritrade IP Company, Inc.

iRebal on Veo is a technology offering of TD Ameritrade Institutional and is powered by iRebal. iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc.

About TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 6,000 fee-based, independent RIAs and their clients. Their advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

About TD Ameritrade Holding Corporation

TD Ameritrade provides investing services and education to more than 11 million client accounts totaling more than $1 trillion in assets, and custodial services to more than 6,000 registered investment advisors. The firm is a leader in U.S. retail trading, executing more than 700,000 trades per day for our clients, nearly a quarter of which come from mobile devices. It has a proud history of innovation, dating back to our start in 1975, and today their team of 10,000-strong is committed to carrying it forward. They are leveraging the latest in cutting edge technologies and one-on-one client care to transform lives, and investing, for the better. Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or read the stories at Fresh Accounts.

Brokerage services provided by TD Ameritrade, Inc., member FINRA / SIPC

1 TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation

Source: TD Ameritrade Holding Corporation

View source version on businesswire.com: http://www.businesswire.com/news/home/20180201005103/en/

Source: TD Ameritrade Institutional

AdvisorEngine Acquires Junxure and Raises Additional Growth Capital

Combination enables financial advisors to incorporate smart automation across investment and business processes - regardless of CRM provider

NEW YORK and RALEIGH, N.C. (Jan. 2, 2018) -- AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial advisors, has acquired CRM Software, Inc., better known as Junxure – provider of the industry's most awarded CRM ("client relationship management") software with a 98 percent client satisfaction rate1 across 12,000 users managing over $600 billion in assets. The combined company will pair digital solutions with consulting services to help financial advisors use technology as a competitive advantage.

The acquisition further enhances AdvisorEngine's open-architecture ecosystem and continues the company's approach of connecting disparate technologies, data and workflows to create a unified user experience. Junxure users will not experience any changes in service and will continue to be supported by their dedicated Junxure client success team.

"The next frontier of innovation within financial services is happening at the intersection of personal relationships, data science and automation – which makes native CRM functionality especially powerful," said Rich Cancro, AdvisorEngine Founder and CEO. "I am thrilled to bring the companies together while maintaining Junxure's culture of innovation and independence."

"This combination opens up new possibilities for Junxure clients across prospecting, client engagement, financial planning, portfolio construction and business operations," said Greg Friedman, Junxure President and Co-Founder. "Having known Rich for years, I am truly excited about this next chapter for Junxure clients and employees."

As part of the acquisition, WisdomTree Investments, Inc.—the global ETP sponsor driven by research and technology, and AdvisorEngine's largest shareholder—has committed to lend up to $30 million of working capital to AdvisorEngine, including providing an initial funding amount of $22 million today. The majority of the proceeds will be used to fund the acquisition, with the remainder to be used for future technology development and other growth initiatives.

"WisdomTree is proud to be part of AdvisorEngine's open-architecture ecosystem," said Jarrett Lilien, Executive Vice President–Head of Emerging Technologies for WisdomTree. "We see compelling opportunities to help advisors create operational alpha through technology and differentiate investment performance through smart portfolio construction."

A HISTORY OF INNOVATION AND CLIENT SERVICE

The concept behind Junxure began in 1995, when financial advisor Greg Friedman was searching for a way to scale his business without compromising personal service. "I was frustrated because there were no providers out there who actually understood how my advisory business worked," Friedman added. "So, I built my own solution. I didn't set out to build a CRM company, but over the years people started asking if they could use our technology."

Since launching its purpose-built CRM for financial advisors in 2001, Junxure has built a loyal user base, including financial advisors, operations leaders and business management personnel. Today, many Junxure users spend more time in Junxure than any other financial software application. Recently, the firm's Junxure Cloud® product was recognized at the 2017 Wealthmanagement.com Awards as the industry's top CRM.

ADVISORENGINE + JUNXURE = A POWERFUL COMBINATION

"As the companies are integrated, Junxure clients will gain access to a beautiful user experience that is unified across business management personnel, financial advisors and their clients," Friedman said. "AdvisorEngine uses design as differentiation."

AdvisorEngine offers prospecting and client engagement tools, paperless client onboarding, account aggregation, CRM, goals-based financial planning tools, model portfolios, portfolio construction analytics, compliance monitoring tools, performance reporting and fee billing. Beginning immediately, AdvisorEngine will invest significantly in CRM-related initiatives to further enhance Junxure functionality and integrate more deeply with third-party technology companies, including other CRM providers. 

"AdvisorEngine is fully committed to an open-architecture technology framework. We know that every advisory firm is different, so we believe in delivering powerful workflows that are CRM-agnostic," Cancro said. "Regardless of their contact management system of choice, all AdvisorEngine users will benefit from the Junxure acquisition."

BOLSTERING COMPANY LEADERSHIP

"AdvisorEngine will benefit tremendously from the experience and leadership of the Junxure team. We expect to retain Junxure employees and will make new hires across our offices in Atlanta, New York and Raleigh," said AdvisorEngine Chief Operating Officer Craig Ramsey.

Chris Lybeer, AdvisorEngine General Manager, will lead the integration of the firms, ensuring close coordination across AdvisorEngine's offices. Carly de Diego, AdvisorEngine Head of Advisor Solutions, will oversee the client success organization, ensuring consistent client service.

Junxure employees will take on key leadership roles in the combined company. Greg Friedman will serve as a strategic advisor and speak at AdvisorEngine workshops around the country. Junxure Vice President Mike Sbrocco—a finance and operations executive with public company experience at digital creative agency Isobar—has been named AdvisorEngine Chief Financial Officer, overseeing finance and human resources for the combined business. Junxure Chief Information Officer Tim Betts—a technology executive with previous experience at Charles Schwab, LMS Medical Systems, GE Healthcare and IBM—has been named AdvisorEngine Chief Information Officer, overseeing all technology efforts for the combined business.

ABOUT ADVISORENGINE

AdvisorEngine builds powerful and intuitive technology for financial advisors. The company delivers a unified experience across three core groups: client, advisor and business management personnel. AdvisorEngine's wealth management technology platform operates at the forefront of the industry, applying smart automation to mission-critical advisor activities. The AdvisorEngine team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. For more information, please visit www.AdvisorEngine.com.

ABOUT JUNXURE

CRM Software, Inc. (d/b/a Junxure) was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 96 percent. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.

ABOUT WISDOMTREE

WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, "WisdomTree"), is an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager headquartered in New York.  WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $48.9 billion in assets under management globally.  For more information, visit their Investor Relations website

1 Based on 2017 internal user survey.

Media contact:

Jessica Shores
Impact Communications
(800) 974-7753
JessicaShores@ImpactCommunications.org    

 

WisdomTree and AdvisorEngine Strengthen Advisor Growth Program Through Kredible Technology Acquisition

Companies Integrate Kredible, a Technology-Enabled, Research-Driven Practice Management Firm Designed to Help Advisors Acquire New Clients

NEW YORK (April 27, 2017) – WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager driven by research and technology, and AdvisorEngine Inc., a digital wealth management platform, jointly announce their commitment to providing advisor growth solutions through AdvisorEngine’s acquisition of Kredible Technologies, Inc. (“Kredible”), a technology-enabled, research-driven practice management firm designed to help advisors acquire new clients.

WisdomTree and AdvisorEngine: Collectively Helping Advisors Grow Their Businesses

In November 2016, WisdomTree, an independent-thinking asset manager with a focus on research and a history of innovation, and AdvisorEngine, a B2B full enterprise wealth management technology platform, established a strategic relationship with a common goal: to help financial advisors grow their businesses and better connect with their clients in a rapidly evolving industry and regulatory environment.

“AdvisorEngine has been continuously focused on helping financial advisors scale and grow. Our investment in Kredible’s powerful, research-based marketing tools further demonstrates our commitment to the financial services space,” said AdvisorEngine CEO, Rich Cancro. “So many advisors struggle with building out a solid online presence; Kredible’s platform streamlines the process with the goal of acquiring new clients.”

Thomas Skrobe, WisdomTree Head of Client Solutions, said, “WisdomTree and AdvisorEngine are committed to building a global advisor solutions program to help meet evolving client needs. With the wealth management industry changing quickly and significantly, financial advisors need to evolve the way they do business. Kredible’s solutions are a natural addition to our offerings, enabling advisors to differentiate themselves and grow their businesses through digital enhancements and modern techniques.”

Beyond WisdomTree’s ETF, ETP and CIT offerings, the Company provides access to an advisor solutions program, which includes portfolio consulting services, model portfolios and practice management, incorporating leadership, organizational development and marketing services.

The Incredible Opportunity for Kredible

Kredible is a technology-enabled practice management 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.

Direct benefits to the advisor include:

  • Ability to attract more prospects and win more business by optimizing their digital presence, such as their social profiles and organic search rankings
  • Access to relevant content and analytics
  • A behavioral, research-based online property for each advisor that helps fill a void in most financial advisors’ online presence

Brad Shepard, Kredible Founder and CEO, said, “Based on our research, more than 50% of new prospects indicate that they have eliminated a financial advisor from consideration based on what they did or didn’t find about them online. The modern advisor must evolve to meet ever-changing expectations including the way their prospects and clients find them to determine if they are credible to manage their financial life and communicate with them on an ongoing basis.”

“We’re thrilled to join WisdomTree and AdvisorEngine in this effort,” Shepard adds.

Enhancing Connectivity Between Client and Advisor

In February, AdvisorEngine announced the acquisition of a financial planning technology that both streamlines the onboarding process and includes an easy-to-use digital prospecting tool that helps financial firms create and deliver advice, execute on that advice and monitor client progress. Going forward, AdvisorEngine will continue to be an open architecture platform with key integrations to other financial planning tools and CRMs, as such tools are often very personal to the advisor.

AdvisorEngine’s Cancro adds, “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. Add Kredible to the platform, and you have a deeper, broader layer of advisor growth solutions to complement our existing solutions.”

In November 2016, WisdomTree made a $20 million minority equity investment in AdvisorEngine and announced a strategic agreement whereby WisdomTree’s asset allocation models would be made available through AdvisorEngine’s open architecture platform and WisdomTree would actively introduce the AdvisorEngine platform to its deep distribution network. WisdomTree is also announcing an additional $5 million investment in AdvisorEngine to continue to fuel its growth, leadership and innovation in the advisor solutions space.

About WisdomTree
WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $43.8 billion in assets under management globally. For more information, visit our Investor Relations website.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

About AdvisorEngine Inc.
AdvisorEngine, a pioneer in digital wealth management technology, was the first company to integrate private-label robo-advice technology within a full enterprise B2B digital wealth management platform. AdvisorEngine integrates online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. AdvisorEngine helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. More information about the firm, which is headquartered in New York, is available at www.AdvisorEngine.com.

About SenaHill Partners
SenaHill Partners is a merchant bank offering a full suite of investment, operating and advisory services to the financial technology sector. From inception and capital raising through scaling and growth to strategic exit, SenaHill bridges the gap between FinTech innovators and global financial institutions to bring a new level of efficiency, collaboration and success to the industry. For more information please visit www.SenaHill.com.

SenaHill Securities, LLC acted as exclusive strategic and financial advisor to AdvisorEngine.

Inertia Advisors, a division of KEMA Partners LLC, acted as exclusive financial advisor to Kredible in connection with the transaction.

 

AdvisorEngine Named Best On-Boarding Technology at 2017 Family Wealth Report Awards

Judges cite innovative approach to engaging and converting prospects as key factor in their decision

NEW YORK (March 21, 2017) – AdvisorEngine, the innovative digital wealth management platform that has become a leader in the financial services industry over the past three years, was named Best On-Boarding in Wealth Management Technology at the 2017 Family Wealth Report Awards Gala last night in New York City. The firm was also named a finalist for the Innovative Client Solution and the Client Communications awards in the wealth management technology category.

“We thank the judges for recognizing our industry-leading technology for client on-boarding,” said Rich Cancro, founder and CEO of AdvisorEngine. “Our platform helps advisors jumpstart new client relationships with a fast, intuitive online account opening workflow. Our easy-to-track dashboards give advisors and their clients full visibility into the process and reduces administrative time.”

AdvisorEngine’s on-boarding supports 18 different account types, including individual, joint, IRA and trust accounts, and provides a choice of electronic signature, click through agreements, or validated print documents. Firms can seamlessly include their advisory agreements, disclosure documents and custodian forms. Both the client and the advisor receive real-time updates regarding the status and funding of the account, and all data is retained for compliance review and oversight. 

The fourth annual Family Wealth Report awards was held in New York City on March 2nd. The awards recognized companies, teams and individuals within the global private banking, wealth management, and trusted advisor communities that two panels of judges deem best-in-class and that "demonstrate innovation and excellence" in their respective fields.

This is the second Family Wealth Report Award for AdvisorEngine. The firm previously won in 2016 for outstanding portfolio management platform. 

Advisors interested in a demonstration of AdvisorEngine’s on-boarding capabilities can go to www.advisorengine.com or email info@advisorengine.com for personalized consultation and advice.

ABOUT ADVISORENGINE

AdvisorEngine, a pioneer in digital wealth management technology, was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. AdvisorEngine integrates online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients.  Its open architecture platform provides a fully customizable robo-adviso, ashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. AdvisorEngine helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. More information about the firm, which is headquartered in New York, is available at www.AdvisorEngine.com.

AdvisorEngine Acquires Wealthminder Assets, Adds Goals-Based Financial Planning

New tools bolster technology platform for financial advisors

NEW YORK (February 15, 2017) – AdvisorEngine, the innovative digital wealth management platform that has become a leader in the financial services industry over the past three years, announced today that it has purchased the technology assets and intellectual property of Wealthminder, a cloud-based offering that enables financial advisors to collaborate with clients to help them reach their financial goals.

The integration of Wealthminder will strengthen AdvisorEngine’s unique platform. “Wealthminder’s mission is to make financial planning simpler for financial firms and their clients. We’re excited to provide AdvisorEngine clients a more robust, yet easy-to-use solution for delivering advice, executing on that advice, and monitoring the client's progress,” said Wealthminder founder and CEO Rich Ellinger, who will join AdvisorEngine.

“When Rich Ellinger and I began talking, it was clear we shared similar philosophies about helping advisors connect with and serve clients,” said AdvisorEngine founder and CEO Rich Cancro. “AdvisorEngine will continue to be an open architecture platform with key integrations to other financial planning tools, as CRMs and planning tools are often very personal to the advisor.”

HELPING ADVISORS GROW

The addition of Wealthminder’s digital prospecting tools will help financial firms foster new and deepen existing relationships with clients. “I am pleased that AdvisorEngine will provide RIA’s and broker/dealers that support advisor networks with a white-label digital prospecting tool,” said Ellinger. “Leading with education and an interactive planning experience builds credibility with the prospect. Then once the prospects decide to become clients, they can electronically open and fund an account, allocate their assets, and connect with a personal financial advisor if so desired.”

“Financial advisors want a technology solution that enhances connectivity between client and advisor while supporting either a traditional advisor-driven relationship or a lower touch client-driven experience,” said Cancro. “AdvisorEngine empowers advisors with integrated technology that allows them to serve a wide range of clients – from high-net-worth clients to moderate-balance.”

ADVISORENGINE AT T3 ADVISOR CONFERENCE

AdvisorEngine and Wealthminder executives will be available to answer additional questions at the T3 Advisor conference being held February 14-17, 2017 in Garden Grove, CA. AdvisorEngine will be in the T3 exhibit hall, beginning at #400.

AdvisorEngine CEO Rich Cancro will host a fireside chat at the T3 Conference on February 15th.  He will be joined by Kendrick Wakeman, CFA, of FinMason; Andy Putterman of 1812 Park LLC; and Greg Friedman, CFP of Private Ocean / Junxure.  The discussion will focus on digital disruptions and emerging opportunities for financial advisors and financial services firms.

T3 conference producer and financial technology expert Joel Bruckenstein said, “I’ve been following AdvisorEngine’s journey from a B2B investment robo-advisor to a full-fledged digital platform for advisors. The asset purchase from Wealthminder should accelerate the journey, providing AdvisorEngine with foundational elements of goals-based financial planning and advisor marketing tools.  It is becoming increasingly apparent to me that AdvisorEngine is becoming a serious player in the digital platform segment of the market.”

PARTNERSHIP WITH WISDOMTREE

In 2016, WisdomTree made a $20 million equity investment in AdvisorEngine and announced a strategic agreement whereby WisdomTree’s asset allocation models would be made available through AdvisorEngine’s open architecture platform and WisdomTree would actively introduce the AdvisorEngine platform to its deep distribution network.

ABOUT ADVISORENGINE

AdvisorEngine, a pioneer in digital wealth management technology, was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. AdvisorEngine integrates online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides a fully customizable robo-adviso, ashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. AdvisorEngine helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. More information about the firm, which is headquartered in New York, is available at www.AdvisorEngine.com.

ABOUT WISDOMTREE

WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, "WisdomTree"), is an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $42 billion in assets under management globally. For more information, visit WisdomTree’s Investor Relations website: http://ir.wisdomtree.com.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

Vanare Raises $20 Million in Series A Financing; Announces Company Name Change

Strategic investment will fuel continued innovation and advisor success

WisdomTree asset allocation models to be offered on award-winning platform

Name change reflects company's mission to serve as advisor's digital growth partner

NEW YORK (Nov. 18, 2016) -- Vanare, the innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it has secured $20 million in Series A financing. The strategic investment was made by WisdomTree Investments, Inc. (NASDAQ: WETF). SenaHill Securities, LLC acted as exclusive strategic and financial advisor to Vanare.

Vanare also announced that it will change its name to AdvisorEngine, which underscores the company's original vision to empower advisors using integrated technology across the full client spectrum, ranging from high net-worth clients to lower balance relationships.

WisdomTree and AdvisorEngine have also entered into a strategic agreement whereby WisdomTree's asset allocation models will be made available through AdvisorEngine's open architecture platform and WisdomTree will actively introduce the platform to its deep distribution network.  AdvisorEngine's award-winning offering, enhanced through the collaboration with WisdomTree, enables advisors to more effectively serve their clients and scale their business.

Jonathan Steinberg, WisdomTree CEO and President, said, "The end-investor experience is being revolutionized by new technologies and new investment products like ETFs.  Forward-thinking financial institutions have an opportunity to thrive in this changing environment. AdvisorEngine's expertise in B2B digital advice makes it a natural choice for these firms."

PIONEERING TECHNOLOGY

AdvisorEngine, a pioneer in digital wealth management technology, was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.  AdvisorEngine will continue to offer an array of distinct product offerings that provide advisors with advanced client prospecting tools, online client onboarding, institutional grade analytics, trading, performance reporting and billing. Its technology is distinctive in that it provides these features from an advisor-centric point of view, allowing advisors to deepen their engagement with clients and demonstrate the value of the advisory relationship.

Rich Cancro, AdvisorEngine Founder and Chief Executive Officer, said, "The name change of Vanare to AdvisorEngine underscores the company's vision to empower advisors using integrated technology across the full client spectrum, ranging from high net worth clients to lower balance relationships."

"WisdomTree and AdvisorEngine are both innovators. The financial investment and strategic relationship with WisdomTree will enhance our execution and allow us to grow as an independent, open architecture firm," Cancro added.

The funding comes after a tremendous year of client growth. The company has announced numerous technology and custodian integrations, significantly expanding its potential reach to registered investment advisors and financial institutions. AdvisorEngine will utilize the Series A infusion to fill strategic staff positions that will support the continued development and expansion of the wealth management platform.

As a part of the rebranding initiative, AdvisorEngine has launched a new web site that serves as an introduction to the platform for advisors seeking an end-to-end digital wealth management technology solution.

ABOUT ADVISORENGINE (FORMERLY VANARE INC.)

In 2014, AdvisorEngine launched the first ever wealth management technology platform built specifically for advisors with an integrated White Label Digital Advisor. AdvisorEngine integrates online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management. The firm, which is headquartered in New York, has launched a new website; more information can be found at www.AdvisorEngine.com.

ABOUT WISDOMTREE

WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, "WisdomTree"), is an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $39.0 billion in assets under management globally. For more information, visit our Investor Relations website.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

ABOUT SENAHILL

SenaHill Partners is a merchant bank offering a full suite of investment, operating and advisory services to the financial technology sector. From inception and capital raising through scaling and growth to strategic exit, SenaHill bridges the gap between FinTech innovators and global financial institutions to bring a new level of efficiency, collaboration and success to the industry. For more information please visit www.SenaHill.com.

AdvisorEngine Contact InformationMedia Relations
Impact Communications, Inc.
Jessica Taylor / Karen Embry
+1.913.649.5009 / +1.913.961-4030
jessicataylor@impactcommunications.org / karenembry@impactcommunications.org
WisdomTree Contact Information
Media Relations
WisdomTree Investments, Inc. 
Jessica Zaloom / Melissa Chiles
+1.917.267.3735 / +1.917.267.3797
jzaloom@wisdomtree.com / mchiles@wisdomtree.com

Investor Relations
WisdomTree Investments, Inc. 
Jason Weyeneth, CFA
+1.917.267.3858
jweyeneth@wisdomtree.com

Vanare and FinMason Integrate To Deliver Institutional Risk Analytics in Comprehensive Digital Wealth Solution

Advisors Gain Robust Enterprise-Quality Metrics within Intuitive, Investor-Friendly Solutions That Highlight Value of Managed Portfolios

NEW YORK (October 25, 2016) --­ Vanare, the wealth management technology platform with a highly customizable white-labeled Roboadvisor, and FinMason, the financial education firm focused on investment risk, have partnered to help advisors educate investors about the importance of risk while demonstrating the merits of a professionally managed portfolio. The integration gives advisors rigorous institutional capabilities to easily analyze risk across a multitude of investment types, delivered in a modern, web experience by advisors to clients.

Vanare will be at the Schwab IMPACT conference in San Diego this week ­ booth #605 in the Sponsor & Exhibitor Resource Center (#SchwabIMPACT). Vanare CEO Rich Cancro will be available to discuss the Vanare / FinMason integration, either at the Schwab IMPACT conference or via telephone. Telephone or Skype interviews with FinMason CEO Kendrick Wakeman can also be arranged.

ACCESS TO BETTER, EASIER, REAL-TIME METRICS

"Vanare has selected FinMason as a key partner for quantitative risk analysis within our platform and roboadvisor experience. They have an incredibly intelligent risk engine," said Vanare CEO, Rich Cancro. "On a daily basis, their system regresses thousands of variables against virtually every public security in the market, isolates relevant factors, and provides derived analytics in real time via APIs. Combined with Vanare's industry-leading client experience, FinMason's high quality data can help advisors explain the value of advisory services to clients intuitively and simply, while remaining robust and meaningful."

"Platforms with such high-level analytical data have typically been reserved exclusively for institutional investors, are often prohibitively expensive and are rarely accessible to Advisors and their clients. Our partnership with Vanare changes that fundamentally," said Mark Hollingsworth, FinMason's Head of Advisor Solutions. "From the other side, recent mobile apps and user-friendly websites allow individual users to access a variety of financial assets, but they fail to provide meaningful analytical measures of investments with our level of rigor."

"Advisors tell us how important it is for them to quickly communicate their value proposition to all types of investors," said Cancro. "Together with FinMason, we are offering the tools needed to demonstrate complex portfolio analytics at any level of sophistication in real-time. From an operations and compliance point of view, we also help firms incorporate ongoing risk assessment across an entire business to ensure proper portfolio alignment for each client; which is essential as the new Department of Labor fiduciary rule is implemented in 2017."

"Regardless of how experienced and skilled an advisor is, the ability to show value to the client is essential," said FinMason CEO Kendrick Wakeman. "When utilizing our system within Vanare's offering to better explain the risks and rewards of financial investment opportunities, advisors stand to gain by strengthening their relationships with existing clients and by receiving referrals from satisfied investors." 

The integration will further enhance the data aggregation offering Vanare recently launched with advisors, which allows clients to see the value of all their assets and liabilities within a roboadvisor or client portal offering. Advisors and financial services firms interested in learning more should contact info@vanare.com

ABOUT VANARE

Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable digital advice option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare, advisors can build client relationships through both traditional face-to-face advice as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the financial services community. To learn more, visit www.vanare.com or follow @vanareplatform on Twitter.

ABOUT FINMASON, INC.

FinMason is a Boston-based financial technology firm dedicated to helping solve the retirement crisis by providing advisers, plan sponsors and individuals with tools to help investors move forward with confidence, regardless of their level of financial training. FinMason's cutting-edge analytics platform analyzes millions of individual investments globally and renders results at scale. They also produce the Finscore and Finscore Pro risk tolerance assessment tools, which allow advisers and investors to evaluate risk tolerance in a quick, intuitive, uncomplicated way and then visually and quantitatively validate that investment portfolios are in compliance. For more information, visit https://www.finmason.com/aboutus/ or follow @finmasoninc on Twitter.

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Vanare Integrates with TD Ameritrade’s iRebal® To Create A Seamless Client-Onboarding and Investment Management Experience for RIAs

RIAs Can Now Open, Fund and Automate Complex Portfolio-Management Processes for Traditional High-Net-Worth and New Digital Clients on a Single Wealth Management Platform

NEW YORK (September 23, 2016) –Vanare, the innovative wealth management technology platform, announced today the launch of a new integration with the industry’s leading trading and rebalancing software, TD Ameritrade’s iRebal®, using the Application Programming Interface (“API”) recently released by TD Ameritrade Institutional’s Veo® platform.

Vanare becomes one of the industry’s first third-party technology firms to integrate with the iRebal API to leverage its automated portfolio-rebalancing technology. The integration will enhance the capabilities of Spark, Vanare’s online account opening platform, and of NestEgg, its white-label “roboadvisor” solution for advisors.

Advisory firms that serve both digital and traditional clients with custom investment management solutions can now do so through a single wealth management platform, benefitting from iRebal’s best-in-class cloud-based software for rebalancing, cash management and tax-loss harvesting.

Advisors using Vanare’s technology are able to significantly reduce the time needed for account opening, funding and trading workflows. The iRebal integration, available for advisor-led relationships through Spark, also helps advisors jumpstart the onboarding process with faster, straight-through online account opening.

Spark supports 17 different account types, including individual, joint, IRA and trust accounts, and provides a choice of electronic signature or validated print documents. Advisors can send advisory agreements, disclosure documents and TD Ameritrade Institutional new-account documents directly from the platform. Both the client and the advisor receive real-time updates regarding the status of the account, and all data is retained for compliance review and oversight.  

“The integration of Vanare and iRebal has the ability to truly change an advisor’s business for the better,” said Danielle Fava, director of TD Ameritrade Institutional product strategy and development. “Traditional client account opening can be cumbersome and time-consuming, but this integration simplifies the process across the board for advisors and enables firms to provide an enhanced, more timely client experience.”

For advisors launching their own roboadvisor with an end-client portal and self-service capabilities, Vanare’s private-label roboadvisor NestEgg is also integrated with iRebal, which can simultaneously rebalance hundreds of accounts while considering unique client circumstances, such as tax consequences, restrictions and liquidity needs based on an advisor’s rules. This advisor-to-consumer white-labeled digital solution is fully customizable to reflect each advisor’s approach to investment management and rebalancing.

With NestEgg and iRebal, advisors also can potentially reduce costs, improve consistency and gain efficiencies across their entire operation.

“As financial firms and advisors develop and deploy a digital strategy for their clients, they realize the amazing opportunity to transform the scalability of their business and client experience,” said Rich Cancro, founder and CEO, Vanare. “With this rollout, advisors have a seamless end-to-end experience on a single wealth management platform that allows them to successfully compete with digital-only providers across the board. Our integration with iRebal helps our institutional clients remove the anxiety about serving traditional and robo-clients efficiently and builds confidence from being prepared for the intergenerational wealth transfer.”

Advisors interested in a white-labeled roboadvice solution or online account opening platform should contact Vanare at info@vanare.com.

ABOUT VANARE

Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare, advisors can build client relationships through both traditional face-to-face advice as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the financial services community. To learn more, visit www.vanare.com or follow @vanareplatform on Twitter.

ABOUT TD AMERITRADE INSTITUTIONAL

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation. Brokerage services provided by TD Ameritrade, Inc., member FINRA /SIPC.

To learn more about iRebal, The Intelligent Rebalancer®, visit www.tdainstitutional.com/lp/irebal.page.

 

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Vanare, Redtail Streamline Account Opening For Financial Advisors and their Clients

Integration Pairs a Fully Customizable Roboadvisor And Account Opening Platform with Industry Leading CRM

NEW YORK (August 15, 2016) – Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, have launched an integration that will allow Vanare users to sync client contact information directly from their Redtail CRM.  The integration is available through Vanare’s NestEgg, a white-labeled roboadvisor that digitizes a firm’s investment philosophy, and Spark, Vanare’s online account opening platform, which helps advisors jumpstart relationships with a fast, intuitive and straight-through online account opening workflow.

“Advisors are under increasing pressure to deliver immediate value to new clients. Since the first key interaction with an investment advisory firm is the client onboarding process, we believe a smooth technology experience when opening and funding new accounts creates a very critical first impression regarding the advisor’s level of service and professionalism,” explains Rich Cancro, founder and CEO, of Vanare. “The beauty of this solution is that it not only delivers an incredible client experience, it also transforms the firms’ ability to scale their businesses.”

Scaling Across Generations and Asset Levels

This first phase of the Redtail integration, which is now available, will streamline the data sharing process to ensure all client contact information input during the onboarding process flows directly to the advisor’s Redtail CRM database. The following phases are set to launch in fall of 2016 and will offer two-way data sharing functions, allowing advisors to sync client activity and status reports.

In order to best serve individuals across all generations and asset levels, clients can open accounts online through their advisor’s digital advice offering, or advisors can digitally onboard clients for their traditional advisor-led investment programs through the Vanare platform. From the moment the client onboarding process begins, clients, advisors and their support staff will know the real-time status of the account, with straight through processing to the custodian.  

“At Redtail, our mission is to offer technological workflow solutions for advisors that enable them to focus on what they do best – serving clients and growing their businesses,” said Brian McLaughlin, CEO of Redtail Technology. “Working together with Vanare, we’ve developed this integration to give advisors the superior level of organizational workflow their clients and prospects expect and deserve. We are proud of this initial launch and excited for the subsequent developments in the near future.”

Advisors and financial services firms interested in learning more should contact info@vanare.com

About Vanare

Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare, advisors can build client relationships through both traditional face-to-face advice as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the financial services community. To learn more, visit www.vanare.com or follow @vanareplatform on Twitter.

About Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. For more information, visit www.redtailtechnology.com or follow @redtailCRM on Twitter.

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Apex Clearing to Offer Vanare's Digital Advice Platform

Apex Cites Vanare's Flexibility, Customization and Emphasis on User Experience

NEW YORK (July 29, 2016) -- Apex Clearing Corporation will begin offering to its broker dealer and RIA clients the ability to digitally manage investments using Vanare's digital advice platform. Vanare offers a wealth management technology platform with a highly customizable white labeled Roboadvisor. Services are expected to be available to Apex clients in the fourth quarter of 2016.

"Apex is committed to delivering smart, innovative technology solutions that put more control in the advisor's hands, making their businesses more efficient and profitable," said Bill Capuzzi, CEO Apex Clearing.

"We are excited to work together with Apex to provide their clients with a customizable digital wealth solution," said Rich Cancro, founder and CEO of Vanare. "Advisors today must differentiate their business from the competition. This offering helps advisors make that distinction in services even clearer."

Advisors interested in adding the Vanare platform can request a demo at www.vanare.com/contact.

About Apex Clearing
Apex Clearing Corporation is an innovator in clearing, custody, execution, and technology. They specialize in supporting a variety of financial institutions including broker-dealers, proprietary trading firms, retail brokerages, and financial technology startups. Their clearing and technology services power the most cutting-edge financial firms in the industry, and our innovative approach to back office solutions enables businesses to grow and succeed. Apex prides itself on thinking differently and tirelessly working towards the further evolution of financial services and what they can do for our clients. Apex Clearing Corporation is registered with the SEC, a member of FINRA, and a participant in SIPC. For more information, visit www.apexclearing.com.

About Vanare
Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare, advisors can build client relationships through both traditional face-to-face advice, as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the financial services community. To learn more, visit www.vanare.com. Follow @vanareplatform on Twitter.

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Quovo and Vanare Partner to Help Financial Firms Provide a Better Client Experience

Financial advisors can now aggregate all of their clients’ financial data into a fully configurable online wealth management platform with advisor-built asset-class models, client risk assessments and investment portfolios.

NEW YORK [April 28, 2016] – Advisors striving to improve the client experience by providing offerings tailored to their entire financial picture, can now seamlessly aggregate their client’s data into a fully customized online wealth management platform. Two of the financial services industry’s leading technology firms, Vanare | NestEgg and Quovo, today announced their strategic partnership and solutions integration. The integration will go live this summer.

“Quovo’s clean and consistent data will enhance the value of Vanare’s platform,” said Vanare CEO Rich Cancro. “Our combined solution will help advisory firms by giving them deeper knowledge of how clients manage all of their finances—from checking account transactions, to loan and insurance payments, to assets in other savings and investment vehicles. Advisors who put our analytics to work for them can present more relevant risk analyses and relevant planning ideas to clients. They will also have more confidence in their ability to win new relationships and attract more assets under management, using the Vanare platform as part of their sales growth strategy,” Cancro said.

Advisors can put their client risk assessments, asset-class models and investment portfolios that they have built into Vanare’s online wealth management platform backed by Quovo’s aggregation technology.

Lowell Putnam, CEO and Co-Founder of Quovo, adds: "We're excited to partner with Vanare to bring best-in-class data to their award-winning wealth management platform. The team at Vanare is building one of the most ambitious platforms in the industry, which requires the highest quality data."

"This arrangement will bring advisors on the Vanare platform the intelligence and agility they increasingly need in our fast-changing industry," continued Putnam. "Quovo's normalization and reevaluation engine is able to translate data from thousands of sources into a single format that our partners can then leverage for their clients. We are pleased to partner with Vanare as they are dedicated to bringing dynamic, digital approaches to traditional advisor workflows. Their platform allows advisors to educate and serve individuals of any asset level, with holistic solutions available online, anytime, at the client's demand," Putnam said.

Vanare is a fully integrated wealth management technology platform built on Roboadvisor DNA. Vanare’s institutional infrastructure and Synapse API give financial services firms the modern technology they need to grow their business. Advisors can choose the service model that best fits their size, technology needs and clients. This allows the advisor to serve both traditional and roboadvisor clients using a seamless, integrated platform, which increases operational efficiency and helps grow the value of the advisor’s business. With fully-digital client onboarding, account management and flexible workflows, advisors are able to focus on client relationships and helping investors reach their financial goals. Quovo’s aggregation technology will allow advisors to report on client held-away accounts, better manage portfolios by understanding their clients’ risk tolerance, and provide more holistic planning with a 360-degree view.

ABOUT QUOVO

Quovo is an innovative financial data science company that addresses the needs of the wealth management industry. Quovo offers an enterprise-grade data management platform that empowers financial advisors, financial institutions, and advisor-technology providers to more intelligently aggregate, extract, manage, and analyze financial portfolio data. Quovo's full-stack platform not only provides the essential backbone for aggregation and business intelligence analytics but also offers dashboard tools to make complex data insights intuitive. For more information, please visit www.quovo.com. Follow @quovo on Twitter.

ABOUT VANARE | NESTEGG

Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare | NestEgg, independent advisors can build client relationships through both traditional face-to-face advice, as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the investment advisor community. To learn more, visit www.vanare.com. Follow @vanareplatform on Twitter.

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Vanare Recognized for Portfolio Management Excellence

Family Wealth Report Honors Pioneering Firm Offering Flexible, Customizable and User-Friendly Portfolio Management Tool

New York, New York (March 21, 2016) – Vanare, the only firm to combine private-label roboadvice with a full enterprise wealth management technology platform, has received the Portfolio Management Award by Family Wealth Report in the Wealth Management Technology category. Winners in all categories were announced at the gala awards dinner, held on March 10, 2016 at the Mandarin Oriental in New York City.

Showcasing “best of breed” providers in the global wealth management, trusted advisor and private banking communities, the Family Wealth Report Awards recognize companies, teams and individuals across North America who have demonstrated innovation and excellence in 2015, as determined by a prestigious panel of judges with deep expertise in these fields.

Judges commented, it was Vanare’s “breadth, depth and ease of use of the system offered by their platform that inspired us.”

“Vanare’s portfolio management platform has attracted widespread praise for its ability to serve both traditional and roboadvisor clients with one seamless, integrated platform,” said Vanare Founder and CEO Rich Cancro. “A focus on innovation and a high quality user experience is at the core of our DNA. Vanare empowers financial firms and their advisors to service existing high net worth client assets, as well as positioning advisors for the ongoing $30 trillion intergenerational wealth transfer to Millennials. Advisors consistently tell us how easy and intuitive the software is for their advisors, clients and operations teams – helping manage investments, deliver advice, and onboard new clients at scale.”

Commenting on the firm’s accolades, Vanare COO Lex Sokolin said, “We are delighted to be recognized by Family Wealth Report for our leading portfolio management solution. Vanare has been delivering on a consistent vision for the wealth management industry, one that helps both investors and advisors achieve better outcomes.”

“Increased digitization of advice and the associated focus on user experience and beautiful technology increases investor access to high quality portfolio management powered by our platform. Thoughtful and connected automation of workflows, such as account opening, trading, performance reporting and billing, helps advisors serve more clients, connect with the next generation, and meaningfully grow enterprise value,” said Sokolin.

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.

ANOTHER PENDING HONOR

Vanare’s wealth management platform has also been identified as a nominee for the Benzinga FinTech Awards 2016, showcasing companies with the most impressive technology, who are paving the future in financial services and capital markets. Those awards will be presented on May 24 at the Fintech Awards Gala and Expo in New York City.

About VANARE

Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare | NestEgg, independent advisors can build client relationships through both traditional face-to-face advice, as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the investment advisor community. To learn more, visit www.vanare.com and follow @vanareplatform on Twitter.

ABOUT CLEARVIEW FINANCIAL MEDIA LTD (“CLEARVIEW”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events program.

With teams based in London, Singapore, Switzerland, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.

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WorthFM Selects Vanare | NestEgg to Deliver Disruptive Online Investment Platform for Women Investors in 2016

Amanda Steinberg, Michelle Smith cite a robust API and institutional platform from industry-leading FinTech firm known for its modern solutions and RoboDNA

NEW YORK [February 10, 2016] – DailyWorth CEO Amanda Steinberg and Source Financial Advisors CEO Michelle Smith, CDFA™ recently announced that they have joined forces to establish WorthFM (Worth Financial Management), an online investment firm tailored for women. Today, the pair announced the selection of Vanare | NestEgg to drive the growth of the firm's new investment service for women, which will be available in 2016. Vanare is a fully integrated wealth management technology platform built on Roboadvisor DNA. Vanare's institutional infrastructure and Synapse API will give the WorthFM team the modern technology they need to create a unique user-experience. Vanare made the announcement to more than 300 financial advisors attending the T3 Technology Tools For Today conference in Ft. Lauderdale, Fla.

INDIVIDUALIZED EXPERIENCE FOR WOMEN

"WorthFM has been designed to greatly increase a woman's clarity about her own financial picture," Steinberg said. "We are offering women an individualized experience designed to increase their knowledge of investing as their portfolio and familiarity grows. To provide that kind of ever-changing and customized client experience, we require a technology partner that can understand our vision and enable us to finally forge a woman's connection to her investments in a way that resonates with her. Vanare's robust back-end and smart API will help expedite our speed of development without sacrificing any of the structural integrity we need to create a wholly new experience for our growing base of constituents. Their solution is beautifully-designed, easy to use, and perfectly suited to our needs."

Vanare's platform will enable WorthFM clients to take the MoneyType™ assessment, a proprietary 40-question financial behavior survey developed by psychologist Dr. Jennifer Leigh Selig. Based on responses to the survey, the WorthFM client will experience an investing platform customized for her unique knowledge level, goals and lifestyle. The platform will provide objective analysis, actionable recommendations and conflict-free investment options. "While WorthFM will be available to individuals at any investable asset amount, we focus on the mass affluent, typically a segment of investors who are less likely to be served by traditional advisors.  Beginning with MoneyType™, the WorthFM service will provide our client exactly the kind of personalized guidance and advice that my experience has proven women want when they are making decisions about their investments," said Smith.

PIONEERING THOUGHT-LEADERS

"Amanda and Michelle are two extremely innovative thought-leaders continually pioneering new ways to support a wider net of investors," said Rich Cancro, CEO of Vanare. "We're excited to help them digitally deliver quality, personalized advice and investment management services. Vanare's mission is to provide financial advisors and financial institutions with innovative technology that leads to enhanced client service, long-lasting relationships and higher enterprise value. WorthFM will be able to jumpstart relationships with a quick and intuitive workflow. Vanare's Synapse API will give them the ability to further innovate as market demands evolve, allowing them to dictate how and when clients are served."

ABOUT WORTHFM

WorthFM (Balanced Worldwide Financial, LLC dba WorthFM) is a digital investing platform designed to engage and educate women as their investments grow. The WorthFM organization is led by two entrepreneurs running successful businesses tailored towards ambitious women. Amanda Steinberg is the CEO and founder of DailyWorth.com, a leading media company for professional women launched in 2009 with over 1.2 million female subscribers today. Michelle Smith is the CEO of Source Financial Advisors, an independent wealth management firm specializing in high net worth women. Together, their mission at WorthFM is to show a measurable increase in a woman's future savings and net worth by applying her individual personality traits and motivations to how WorthFM displays and delivers advice and guidance. WorthFM (Balance Worldwide Financial, LLC dba WorthFM) is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. To learn more, visit www.worthfm.com. Follow @worthfmon Twitter.

 ABOUT VANARE | NESTEGG

Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare | NestEgg, independent advisors can build client relationships through both traditional face-to-face advice, as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the investment advisor community. To learn more, visitwww.vanare.com. Follow @vanareplatform on Twitter.

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