Promising new products that could enhance adviser productivity

JAN 10, 2014
On this week's broadcast, get up to speed on all the developments from the T3 Enterprise Conference, find out which portfolio rebalancing company just acquired a portfolio management software provider, and another CRM with a long history with advisors gets a fresh start in the cloud. Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps from RIABiz.com; Trying to harness the power of big data for advisers from InvestmentNews.com, Live from T3: Deploying Tech at the B/D Level and Day Two at T3: A Lack of Data Standards from WealthManagement.com. Joel Bruckenstein and his co-producers, David Drucker and Bill Winterberg made it a two-day event geared toward broker-dealers and large RIAs looking to enhance their advisers' productivity and simplify the many day-to-day processes of providing advice. Total Rebalance Expert Acquires PowerAdvisor from Cornerstone Revolutions from PRNewswire.com. Total Rebalance Expert (TRX) announced the acquisition of PowerAdvisor's portfolio management software suite from Cornerstone Revolutions. The combination of TRX's industry leading portfolio rebalancing platform with PowerAdvisor's portfolio management system will create a complete and integrated portfolio management solution. Tech Review: ProTracker Cloud CRM Software from Financial-Planning.com. A well-established product for independent advisors is moving to a platform that will provide increased flexibility and may attract new categories of users. News that didn't make the broadcast: Dell sells its majority stake in Smarsh to investment fund Toba Capital from Bloomberg Businessweek. Dell has quietly unloaded its majority stake in digital archivist Smarsh, ending a prolonged period of uncertainty for one of Portland's fast-growing tech companies. Bill Winterberg is an Atlanta, GA-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.

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