The AdvisorPeak Blog
Financial Advisory News, Tools and Insight.
Market Commentary: What The Hell Is Going On?
The Heisenberg wrote: The Dow fell into a bear market (at least intraday) on Wednesday, another session that found the benchmark down more than a 1,000 points.This "yo-yo" price action is not as inexplicable as it seems, and regular readers are acutely aware of the...
Class Models vs. Security Models
A question that we get most often is whether an advisor should use security models or class models. Security models are the most common strategy used by advisors, but is this the best for your firm? This can be a difficult question to answer, as every firm is...
AdvisorPeak and Totum Risk Announce New Data Integration & Partnership
Totum expands its partner ecosystem with innovative rebalancing platform SALT LAKE CITY, Jan. 23, 2020 /PRNewswire/ -- Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the...
LifeYield Fortifies AdvisorPeak With Partnership
Industry-First Tax-Smart Asset Location and Smart-Household Rebalancing Innovative integration equips AdvisorPeak users with dynamic asset location and unique rebalancing capabilities that improve and quantify investor and advisor outcomes February 18, 2020 09:30 AM...
Taking Advantage of Trading, Rebalancing and Tax-Loss Harvesting Software
It's great to start our day with a mention in a respected newsletter! You can read the whole paper in PDF right here. Ok, lets start with a snippet. "According to our annual software survey, only a third of all advisory firms are currently availing themselves of these...
StratiFi & AdvisorPeak Partner
February 19, 2020 02:02 PM Eastern Standard Time SAN FRANCISCO--(BUSINESS WIRE)--StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi's...
Benefits of Household Rebalancing
We live in a time where market volatility seems to have become more of the norm than the spontaneous. With so much that seems out of control there have been advisors that have used asset allocations for their advantage. Diversification has become a well sought after...
Evaluating the Technology Tools in your Office
It's a catch 22; software can make your work easier, but it can also be a frustrating and confusing process long before it becomes a valuable contribution to your life. You can spend hours researching the best combination of tools and technology to maximize your...
Industry Veterans Launch New Portfolio Rebalancing Software AdvisorPeak
Salt Lake City, Utah —May 08, 2019 — Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former CEO of TradeWarrior, will act as...
Welcome to the future of rebalancing software!
We are happy you found us. We've been busily building a completely redesigned and rewired rebalancing software tool for financial advisors. Our tool is the culmination of 10 years of experience in the industry and feedback from hundreds of customers. AdvisorPeak hails...