Surprise! Account Aggregation Works!
Personal Client Portals now offers integration with Advisor Exchange and is developing integration with By All Accounts,
another account aggregation firm. While account aggregation is still a burgeoning arena, Advisor Exchange’s system works
surprisingly well, is incredibly useful, and is easy to set up with your Personal Client Portals.
When A Rose Is Not A Rose
Many tech vendors serving advisors are marketing client-facing pages and calling them client portals, but they are using the term
all too loosely. At Advisor Products, we’ve been offering our Personal Client Portals platform for a year now, and what we have is
truly a portal. We are bringing in data from dozens of sources, including a long list of professional applications.
Albridge-Portals Alliance May Transform Financial Planning
The recent integration of Albridge Solutions’ portfolio performance reporting application and Advisor Products Inc.’s
Personal Client Portals™ system makes any advisory firm more scalable, efficient, and client-centric. But what’s more exciting
is that it will promote financial planning to millions of American households by making it easier for them to understand, measure,
and manage their progress toward achieving long-term financial goals.
Advisor Products Launches Personal Client Portals Platform
The first application dedicated solely to managing communications between financial advisors and their clients was
launched today by Advisor Products Inc., a leading marketing firm serving 1,800 independent financial advisors.
Advisor Products Rolling Out Collaborative Features and Integrations with Other Products
Davis D. Janowski recently received an interesting demo from Andrew Gluck of some soon-to-be-available features of the company's top-shelf adviser website offering. These new offerings are at the forefront of a wave of similar collaborative features we'll soon be seeing in various platforms and online applications.
Investment Advisor Magazine says Personal Client Portals "enable clients and advisors to interact more often and with greater ease than ever before"
Bob Clark of Investment Advisor Magazine explains how Personal Client Portals can enable an interaction between advisors and clients that is far more frequent, intimate, and interactive than has ever before been possible. "Think of the potential in having your clients regularly logging on to a site that positions you as their first and best solution for ther financial needs and questions," says Clark.
New Blog Service Launched
Blogs are an excellent way to market to clients. You cement relationships by reinforcing views that you are both accessible and informed. You can also use blogs as a way to add valuable content to your website, benefiting both current and prospective clients. Whether or not you have the time and ability to write your own blogs, this opportunity to reach your contacts should not be missed. That's why Advisor Products is now offering a blog writing service to help you take advantage of this key marketing tool.
Interface For Black Diamond Reporting
Advisor Products added an interface for Black Diamond Reporting to its Personal Client Portal platform this past week, allowing financial advisors to securely stream holdings, asset allocation, and performance data to individual clients automatically daily. Using the latest technology for integration, an XML Web Service, the interface between Black Diamond and Advisor Products feeds each client of an advisor continuously updated performance reports with no work required by the advisor.
Teams Supported On Portal Platform
If you work with estate planning attorneys, tax specialists, and other allied professionals, we’ve added a valuable new feature to our Personal Client Portal (PCP) platform to support your practice. This innovative new feature will let you provide superior client service, and is a differentiator that can be used by your firm when marketing to prospects. It will allow you to grow your business by increasing your firm’s efficiency and scalability.
An Entirely New Software Category For Advisors
The Personal Client Portal Platform is like no other product now offered to advisors. It serves a need that has long existed but that no one has ever before tried to address. I believe this is the most innovative product we’ve ever offered, and it will transform the way independent advisors use the Web to serve their clients.
Personal Client Portals helps advisors keep up with clients' growing Web needs, says Boomer Market Advisor magazine
A study of baby boomers shows a significant increase in Internet usage in increasingly diverse ways. That's great news for firms that use Personal Client Portals to communicate with clients and an endorsement for the direction API is taking with the platform.
Building Client-Centered Websites
Journal of Financial Planning discusses the growth of client-centered websites for financial advisors—and how Advisor Products is helping to lead this trend.
Advisor Products May Start An Advisor Blogging Revolution
Wealthfly, a blog for independent advisors and planners, explains the importance of financial advisors using blogs to communicate with clients, and credits Advisor Products with innovations that will help bring blogs to the forefront of the financial advisory profession.
Gluck On Client Portals
Advisor Products CEO Andrew Gluck, appearing on Moneyshow.com, explains the challenges that financial advisors face in marketing themselves in the Internet era.