Gadget Girl

Orion's Clarke: Why integration is paramount for RIAs right now

November 17, 2017 | Runtime: 3:26

Orion has tapped into a huge demand for customizable, integrated solutions that let advisers spend more time building their business. Hear from Eric Clarke and two of Orion's integrated partners to get their thoughts.

How Tamarac’s new platform will help advisers better engage with clients

November 17, 2017 | Runtime: 3:55

Tamarac recently announced the launch of the Tamarac platform for Registered Investment Advisors. What can advisers expect from the completely redesigned platform?

Gadget Girl: The case of building CRMs with style

November 13, 2017 | Runtime: 2:25

Just like a DeLorean can't run on bad plutonium, a CRM can't run on bad data. For today's case, Gadget Girl investigates how Redtail is creating a CRM with some style.

Gadget Girl: The case of CRM time machines

November 06, 2017 | Runtime: 1:46

What does a DeLorean and a CRM platform have in common? Surprisingly, a lot. For today's case, Gadget Girl consults the experts at Redtail on the importance of having a great CRM.

Gadget Girl: The case of betting on the right technology

July 10, 2017 | Runtime: 4:12

For today's case, Gadget Girl is betting it all on Junxure to find out how advisers can get the most from new technology and how better adoption can improve client service.

Gadget Girl: The case of democratizing retirement

June 05, 2017 | Runtime: 4:33

Shockingly, a majority of Americans don't have a retirement plan. For today's case, Gadget Girl is hitting the streets of Manhattan to find out what Vestwell is doing to democratize retirement.

Gadget Girl: The case of lassoing long-term client engagement

May 19, 2017 | Runtime: 5:11

Advisers are constantly looking for ways to improve client engagement. For today's case, Gadget Girl is taking on Texas to find out what Envestnet Tamarac is doing to help solve this issue.

Gadget Girl: The case of airborne efficiency

March 13, 2017 | Runtime: 3:59

Efficiency is critical for financial advisers. For today's case, Gadget Girl isn't afraid to take this investigation airborne to find out why Orchestrate is soaring in the financial services industry.

Gadget Girl: The case of forms magic

March 08, 2017 | Runtime: 3:37

Magic is not a term you hear often in the financial services industry. For today's case, Gadget Girl uncovers how with a little technology magic, Laserfiche is making paperwork disappear and process automation a snap.

Gadget Girl: The case of the million dollar word

February 20, 2017 | Runtime: 4:42

For advisers and their clients, a plethora of numbers and data can be rather overwhelming. For today's case, Gadget Girl attempts to make sense of data aggregation, and she isn't afraid to use a taco to make it happen.

 
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