The Schwab/Kwanti integration was enhanced to take into account historical transactions. With the knowledge of transactions, Kwanti now calculates and displays the Schwab accounts actual performance. To view your Schwab accounts and their history, select...

Often, the value a financial advisor provides centers on financial planning. Investors consult with advisors to help set goals, get a sounding board for financial decisions, and ultimately, help them keep everything on track.  And in the interest of increasing...

Do you have a favorite set of benchmarks to compare your model portfolios against? They can be used by both advisors and investors to set clear goals, manage expectations and address the level of risk that should be taken.  However, choosing the appropriate...

With so much to do every day, it can be hard to find the time necessary to stay connected with clients and keep an advisory business growing.  The uptick in firms providing outsourced asset management services is just one example of how entire industries have...

The start of a new year brings one of the most anticipated events in wealth management technology—the release of the Technology Tools for Today/Inside Information Advisor Software Survey. If you’re not familiar with the Survey, it’s one of the most widely respected...

Data breaches are on the rise, especially in the financial services industry. From large organizations like BlackRock to smaller state-registered advisors, everyone is vulnerable.  All RIAs need to establish and follow cybersecurity policies, but as a small...

It’s not every year that you get to add a new Stress Test model to the list of financial crises to compare portfolios against, but 2020 was that year.  While 2020 might have been a year to forget for many, the economic downturn will be a moment that advisors will...

From a business planning perspective, the end of the year is always a good time to look back at what worked and what didn’t to chart a better path ahead. This year has been one unlike any other, and we don’t know quite how different life will be in 2021, but one thing...

Nothing is more important than protecting your time. According to some studies, most advisors don’t spend the majority of their time interacting with clients and prospects.  Wouldn’t it be nice to improve that? One way that we’re helping advisors reclaim their...

Managing investment portfolios is both an art and a science.  To make smart, efficient portfolio decisions, you need access to robust data and tools to help uncover relevant insights and trends.  And to build positive client experiences, you need access to reporting...

Do your clients really understand their investments? If you use model portfolios, your client knows that they’re invested in your Global Multi-Asset model, but the investment education shouldn’t stop there. In a recent survey, investors ranked two concerns at the top...