AdvisorEngine, COO, Craig Ramsay shares an update on their latest developments, including CRM and portfolio management, and particularly how they are trying to GST.

Advyzon aims to deliver a full end-to-end technology proposition for advisors, including Billing, CRM, Rebalancing Client Portal and Mobile App secure document management, investment management a growth suite and portfolio management with client reporting. It has a wide range of third-party integrations with custodians, aggregators, planning tools and other software.

Andes Wealth Technologies provides advanced behavioural finance principles and risk analytics. It enables financial advisers can now assess a client’s risk profile and provide tailored advice based on their unique circumstances. The objective is to Advisers are empowered to differentiate themselves by customising portfolios that meet individual goals and preferences while addressing regulatory requirements such as Reg BI.

Buckler provide Cyber program management systems to RIAs, agencies and branches. In addition they also operate vendor risk management programs to help software suppliers confirm there, cyber security credentials to advisors using their systems to conform with the latest US regulatory requirements.

Clearwater Analytics, Hannah Kepner highlights how their solution will grow to be an end to end proposition for asset managers and advisers.

eMoney Advisor is a financial planning software provider that offers comprehensive solutions for wealth management professionals. The platform includes robust planning tools, interactive client experiences, and seamless integrations with third-party applications, enabling advisors to create goal-based financial plans and streamline practice management.

EncorEstate Plans offers a full estate planning solution for financial advisers using technology and human support enable advisors to better meet their clients’ estate planning needs. The platform aims to help clients understand the decisions they make with an easy-to-understand experience. It also provides services such as tax filing, trust administration, and asset protection. Advisers can create customised estate plans that are updated regularly.

Andrew Altfest, Founder & CEO of FP Alpha outlines three exciting announcements from the firm at T3.

“I have long seen Andrews organisation as one of the most innovative uses of AI in the Financial Adviser. Space. I believe they have huge potential to extend the range of services Advisers can comfortably offer.” – Ian McKenna

Hubly is a process management system designed to help financial advisory firms deliver a more consistent experience to make them more efficient and reduce the risk of anything slipping through the cracks. The service was created after shadowing over 100 financial advisers to identify challenges they face when providing complex services to their clients. Hubly’s goal is to provide visibility across firms, allowing advisers to grow with confidence knowing nothing will be missed.

Kwanti creates proposals for Advisers clients using portfolio analytics and stress testing.

Levitate personalises email communication between advisors and their clients. The aim is to reduce the time and cost taken to able to stay in contact regularly with clients.

Myriad Advisor solutions help adviser make the transition from broker dealer to RIAs allowing them to focus on their core advice activity while moving to being independent advisers.  

Morningstar Jason Stiff explores how the company are personalising portfolios based on a clients own individual circumstances and requirements. 

Advizorpro is actually a service to help asset managers, technology, suppliers, and a wide range of other organisations who look to work with RIA‘s and other financial advisors target, the right people for their products.