ABOUT THIS PODCAST

FPPad is the independent financial advisor's leading source for technology news and information.
English
United States
55 episodes
since Sep, 2015

IN THIS PODCAST

LATEST EPISODE

Here is your FPPad Bits and Bytes update for August 8, 2017. FinaMetrica merges with PlanPlus FinaMetrica announced its merger with PlanPlus, a Toronto-based financial planning software provider. Founded in 1998, FinaMetrica is one of the first companies to gain significant traction for its risk tolerance assessment software, though the company has seen its market share decline over the last few years due to increased competition from Riskalyze, Pocket Risk, RiXtrema, and others. The combined company will be called PlanPlus Global, and will offer solutions for comprehensive financial planning, goals-based automated investing, and psychometric risk profiling to its 12,000 current users in over 30 countries worldwide. Terms of the deal were not disclosed. Advicent adds integration with Envestnet Advicent announced a new integration this week with Envestnet, which allows advisors to extract client demographic, investment account, and investment portfolio data from Envestnet and populate the data into the company’s NaviPlan financial planning software. Advicent is a leading provider of financial planning software in the enterprise space, with over 100,000 financial professionals across 4,000 clients worldwide using at least one of the company’s solutions. The integration also demonstrates Envestnet’s continued expansion of its Open ENV initiative announced last year. Here’s Envestnet President Bill Crager with more information: So as the platform began to take on a bit of a one-size-fits-all, we realized we had to open that up. So the core engine will fire into these user interfaces that will really speak to the adviser, will speak to the home office. And not only that, we’re building APIs to integrate with the full ecosystem of an adviser’s practice, whether that’s CRM or other applications that they’re using. How do you get information into the system to, again, provide really profound and comprehensive advice for that client that is not a moment in time, but is ongoing. And that’s really our goal, and Open ENV, I think, is a strategic breakthrough and I’m very excited about it. PreciseFP adds iOS and Android Mobile Apps For your client data gathering needs, PreciseFP announced new mobile apps for iOS and Android, giving advisors more convenient access to client information. The new app lets advisors add new information about prospect to their PreciseFP database, send data gathering forms to clients and prospects on the spot, and review any existing client data or forms right from their phone. And finally, if you’re looking for ways you can leverage technology to enhance your client engagement, save the date for Wednesday, August 16 at 4pm Eastern, 1pm Pacific, as I’m hosting a webinar with two advisors who’ve doubled down on technology and seen a huge increase in their client satisfaction. Head over to fppad.com/webinar to register today, that’s FPPad.com/webinar to secure your spot Those are the headlines for today, I’m Bill Winterberg, be sure check back in for more FPPad Bits and Bytes Updates.
Disclaimer: The podcast and artwork embedded on this page are from FPPad, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

CLAIM THIS PODCAST

Why to claim podcasts?

If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes podcast pages. It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
Manually refresh the RSS feed to sync up
Get a verified badge (
Claimed
) alongside with your podcast name on Listen Notes
Post classified ads for sponsorship, guests, co-hosts, cross-promotion...
Coming soon:
Self-service promotion on Listen Notes
Use speech-to-text techniques to transcribe your show and edit transcripts
Improve the presence of your podcasts, e.g., self served podcaster interview...
Respond to listener comments on Listen Notes
Track your podcast stats on Listen Notes, e.g., listens, page views...
Manage episodes

EDIT

Thank you for helping to keep the podcast database up to date.