FPPad

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 […]

CFPB Requests for Information: Consumer Access to Financial Records: https://www.regulations.gov/document?D=CFPB-2016-0048-0001 This week’s update starts with a quiet, yet noteworthy escalation in the battle for access to consumer financial data collected by many of the account aggregation companies, as eight of them announced a new coalition called the Consumer Financial Data Rights industry group. Who’s part of […]

In this week’s top advisor technology stories: Starburst Labs, the creators of Wealthbox CRM, raised $6.25 million in new capital The XY Planning Network inks an enterprise pricing deal with eMoney Advisor Morgan Stanley pays a $13 million settlement for billing mistakes across 149,000 customer accounts, and Document management provider Cabinet Paperless gets acquired by […]

In a follow up to our first stop on FPPad Tech Tour, we reconnected with LPL CIO Victor Fetter to tour the finished Carolinas campus complex in Fort Mill, SC. Fetter gives us an overview of the spaces created to encourage collaboration and innovation, all in support of the tens of thousands of financial advisors […]

On today’s broadcast, Schwab announces its Schwab Intelligent Advisory services, Finicity raises $42 million for account aggregation, Envestnet|Tamarac rolls out Yodlee, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, featuring a new Client Onboarding process as […]

On today’s broadcast, Vanare becomes AdvisorEngine after a $20 million dollar investment, RightCaptial gets a favorable review, and Addepar opens up about the capabilities of its technology. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, the leading provider of […]

On today’s broadcast, Wells Fargo announces a partnership with SigFig, Cetera’s computers systems suffer a two-day outage, lessons from a hack at Lincoln Financial, and more. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, the leading provider of digital […]

On today’s broadcast, Brian Shenson updates Schwab’s technology roadmap, Riskalyze raises $20 million in capital, SS&C acquires Salentica, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, who just announced their Fiduciary Framework initiative to help advisors […]

On today’s broadcast, one Wells Fargo broker loses her job after a client spoofing attack, Envestnet acquires Wheelhouse Analytics, and another day, another new robo advisor. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Envestnet | Tamarac, providers of Advisor […]

eMoney hosted its first-ever Hack-a-thon at this year’s Advisor Summit in Dana Point, CA. At the conclusion of the conference, four teams presented their solutions to a room full of judges and advisor attendees, where one team was ultimately selected as the winner of the hack-a-thon. Get my summary of each team’s hack-a-thon creation in the […]

eMoney is hosting its first-ever Hack-a-thon at this year’s Advisor Summit in Dana Point, CA. Four teams were assembled, made up of four eMoney product managers, developers, and engineers combined with a diverse group of nearly a dozen advisers to explore ways to push the eMoney roadmap. Witness the energy and activity of this event in the vlog […]

On today’s broadcast, get an update on LPL Financial’s technology roadmap, FutureAdvisor signs up the fifth largest bank in the US, Betterment forms a partnership with Uber, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Nest Egg Guru, […]

On today’s broadcast, Vanare announces two integrations that should raise a few eyebrows, and relationship intelligence gains momentum in the apps you might be using in your business. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Now before I get started, I want you to know that […]

On today’s broadcast, it’s a robo free-for-all, so put on your best robo accessory, because FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Envision Consulting, providers of IT management and support, cloud computing, and cybersecurity services to RIAs. This October, Envision is hosting a […]

On today’s broadcast, Betterment takes heat for suspending customer trades, TD Ameritrade Institutional hosts its annual technology summit, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Orion Advisor Services, the industry’s premier portfolio accounting service provider for advisors. […]

On today’s broadcast, Personal Capital raises a new round of $75 million, SigFig raises its own round of $40 million, FINRA fines a rep for changing his CRM notes, and more! So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by RightCapital; […]

On today’s broadcast, I’m on location at the Envestnet Advisor Summit. You’ll hear from Bill Crager about Open ENV, Stuart DePina on adding Salesforce integration to Tamarac, and hear how the Yodlee acquisition is enhancing the Envestnet platform. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Here are […]

For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone. (Watch FPPad Tech Tour with Wealthminder’s Rich Ellinger on […]

For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone. This is an audio-only podcast of the FPPad Tech […]

On today’s broadcast, learn about top advisor technology from the Finovate Spring 2016, two lessons you should learn from a Salesforce database outage, hear top technology tips from industry experts, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by […]