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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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