Join us on September 23rd, 2020 at 4pm EST / 3 CST / 2 MST / 1 PST for an educational virtual panel discussion to help advisors understand the advantages of working with Best of Breed API systems!
Best of Breed API systems are a viable solution approach that allows advisors to change any of their mission critical systems without interruption to other systems. Find out how modern APIs provide rich and meaningful integration within these systems and allow advisors to build a custom tech stack that meets their firm’s needs.
Meet our panel of industry experts, each working in the industry specializing in advancing technologies and serving advisors for more than 25 years:
Moderated by Joel Bruckenstein, CFP®
President, Technology Tools for Today (T3)
Joel P. Bruckenstein, CFP, is Publisher of the T3 Tech Hub (t3technologyhub.com) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors as well as the Technology Tools for Today (T3) Enterprise Conference. He also co-produces the annual T3/InsideInformation Technology Survey.
Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice.
Bruckenstein has advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit the T3 website.
Rob Major, Co-Founder of AssetBook
Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way. Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard.
Pulse is designed to answer most questions about your client’s portfolios. Whether it is a comprehensive look at portfolio performance, tax considerations or asset allocation, the information is ready at your fingertips.
Brian McLaughlin, CEO/CTO at Redtail Technology
Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts.
Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations.
Damon Deru, Founder and CEO of AdvisorPeak
AdvisorPeak seamlessly integrates with the software systems you’re already using, allowing your firm to be software agnostic. AdvisorPeak makes it easy to manage allocation models and monitor households and accounts. AdvisorPeak supports all types of securities, mutual funds, stocks, ETF’s, fixed income, hedge funds, or currencies.
Persistent monitoring algorithms provide real-time data and alerts based on your unique settings. Set custom trade minimums, and trading fee thresholds. Allow for drift % from target and optimize for tax savings. Then make bulk trades with rapid precision with straight through trade routing to virtually every custodian and brokerage firm in the country to simplify your trade execution.
Chadwick Blythe, CEO and Founder of PlantechHub
PlantechHub is next-generation financial planning software designed for maximum client engagement using minimal advisor resources. Advisors can offer a sophisticated digital planning experience in an interactive 1-Page Financial Plan as part of a holistic and comprehensive planning process. Our process allows advisors to more easily show the expertise of their advice within a naturally fiduciary environment by organizing recommendations within a
Do-It-Yourself interface for the client.
The entire planning process is considered from Data Gathering to the implementation of individual recommendations. PlantechHub provides an easygoing workflow that can be adjusted in real-time to fit the uniqueness of all of your clients, no matter their age or income. Your advice is a series of possible actions to the possibilities of your client’s situation and our innovative Whiteboard approach makes it easy for Advisors to build impactful conversations by using the power of iteration and enhanced scenario modeling. Goal analysis, Guaranteed Income, Insurance, Budgeting & Tax planning are among some of the uses of PlantechHub’s quick and easy style. From ‘What-If’s’ to ‘What’s Next’, nothing is faster for Advisors or more engaging for clients.
Where: Livestorm Webinar
When: September 23rd, 2020 at 4pm EST / 3 CST / 2 MST / 1 PST
Webinar hosted by AssetBook