Online performance reporting increases client satisfaction and eliminates the cost of printing, collating, and postage.
Advisor Products enables affordable, secure online performance reporting from your website via seven leading portfolio management software solutions:
1 Advent Axys is a registered trademark of Advent Software, Inc.
2 PortfolioCenter is a product of Schwab Performance Technologies®, which is a subsidiary of The Charles Schwab Corporation.
AdvisorVault Desktop Connector Simplifies Secure Document Sharing For Financial Advisors
AdvisorVault Desktop Connector, which enables financial advisors to drag and drop any file on their desktop to a client’s vault, is headed for testing shortly and we are seeking beta users. Desktop Connector eliminates the need to open a browser and upload files. You can also drag and drop files from a client’s vault to your computer locally.
Using Your Apps As A Marketing Tool
Having a great client portal or online document vault doesn’t only make your firm more efficient, it also helps you acquire new clients. When financial advisors buy Personal Client Portals or AdvisorVault from Advisor Products, they can post videos to their websites that demonstrate the benefits of the two services to clients and prospects.
Secure, Encrypted Communications Between Advisory Firms And 401(k) Plan Participants
AdvisorVault enables collaboration with third-party professionals. We always envisioned advisors giving access to a client’s vault to the client’s attorney or accountant. But we never imagined using the third-party collaboration features to enable advisors to work more efficiently with 401(k) plan sponsors. But some advisors have already begun using AdvisorVault for this purpose, and it's helping them grow their 401(k) advisory businesses.
Advisor Products Implements Managed Intrusion Detection And Prevention
Advisor Products has implemented a unified threat management system to detect and prevent malicious activities on all of its web servers. Adoption of the Intrusion Detection and Prevention System (IDPS) by Advisor Products had been requested by a large financial institution seeking to use AdvisorVault, a secure system that allows financial advisors to share documents with clients and allied professionals and that is integrated with several portfolio management software applications.
How Ferrell Wealth Management Slashed The Time It Takes To Send Client Reports By 85%
Advisor Products Online Reporting saves Ferrell Wealth Management about 30-hours of staff time each quarter and $3 in postage and paper per client. In total, FWM is saving about $6,000 annually, far more than the $3,600 a year it pays Advisor Products for the service.
Online Portfolio Reporting Upgrade
Advisor Products just launched a streamlined interface for firms using AdvisorVault™ to upload portfolio reports from the two most widely-used portfolio reporting systems, Schwab’s PortfolioCenter® and Advent’s Axys®.
Financial Advisors Respond To Financial Crisis By Adopting Web 2.0 Technology
With the global financial crisis causing many investors to fire their brokers, independent financial advisors are using Web 2.0 technology to attract clients, according to Advisor Products Inc., a leading marketing technology firm to independent advisors.
Online Performance Reporting Is One Of Many Advisor Products Additions In 2008
We developed a system that is integrated into the vault that allows advisors to distribute dynamic HTML as well as PDF performance reports online. The PortfolioCenter version went live two months ago and the Advent Axys reports go live in a few weeks.
Reporting Performance Daily
Just because an advisory firm is using a desktop application does not mean it cannot provide online reporting daily. For instance, Advisor Products has developed an interface for uploading PortfolioCenter reports that allows advisors to batch upload client reports. An advisory firm can create an XML extract of its client reports in PortfolioCenter every morning and upload it to our AdvisorVault 2.0 in minutes.
Online Reporting For PortfolioCenter™ Moves Forward
Beta testers gave API Online Reporting For PortfolioCenter rave reviews and some great suggestions for improving the application. Seven advisory firms participated in the beta test by uploading their client reports to our server, which successfully parsed client reports and deposited them into secure folders accessible to clients.
Advisor Products Beta Tests Online Reporting For Schwab PortfolioCenter™
Advisor Products announced that it is beta testing Online Reporting for PortfolioCenter, a new product that will allow the 3,400 financial advisory firms using Schwab PortfolioCenter to share performance reports with clients.
Online Reporting For PortfolioCenter™ In Beta Test
If you’re one of the 3,400 advisory firms using Schwab PortfolioCenter™, we have some good news about sharing performance reports with your clients online. Online Reporting for PortfolioCenter, a new system now being beta tested by Advisor Products Inc. (API), is less costly, better designed, and easier to use than previous solutions for providing PortfolioCenter reports to clients online.