Monthly Archives: October 2020

Laserfiche’s Award-Winning Vault and Cloud System –– With Linda Ding & Justin Pava

October 29, 2020Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTechDavid Armstrong, Financial Advisors, Platform, Retirement, Technology, Wealth Management, Wealthies Circle Podcast, WealthManagement.com, WealthTech Circle Podcast, Wellness Programwealthtechwinnerscircle

Laserfiche provides intelligent content management and business process automation to boost productivity, scale your business, and deliver a digital-first customer experience.

In this episode, David Armstrong, editor-in-chief at Wealthmanagement.com, talks to Linda Ding and Justin Pava about Laserfiche’s award-winning vault and cloud platform and how it helps financial professionals with their document management.

In this episode, you’ll learn:

How Laserfiche’s vault and cloud system can better archive, automate, and organize your financial practice
Why broker-dealer compliance is a breeze with the firm’s vault integration
About the company’s AI automatic capture platform and its similarities to IPhone’s face-recognition feature
About Laserfiche’s workflow bots and their ability to simplify manual tasks
And more!

Tune in as Linda and Justin reveal how financial advisory firms and aspiring leaders can better integrate their vision towards an improved digital ecosystem!

Resources: WealthManagement.com | Laserfiche

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New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel

October 22, 2020Finance, Investing, Technology, Wealth Management, WealthManagement.comDavid Armstrong, Financial Advisors, Platform, Retirement, Technology, Wealth Management, Wealthies Circle Podcast, WealthManagement.com, WealthTech Circle Podcast, Wellness Programwealthtechwinnerscircle

The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances.

In this episode, David Armstrong, editor in chief at Wealthmanagement.com, talks to Jon Anderson and Kaci Skidgel. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness programs and how they can help improve financial outcomes while reducing its stress implications.

In this episode, you’ll learn:

How the 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship
How financial professionals can set their service charges and receive online payments
About the benefits of Cetera’s financial wellness programs
The role of advisors when financial issues impact employee performance
And more!

Tune in to learn about Cetera’s 401(k) Fee-for-Service Advice Program!

Resources: WealthManagement.com | Cetera Financial Group | Your Summit | Kaci Skidgel

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Advanced Technology for Advisors with Practifi

October 15, 2020Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTechAdrian Johnstone, Automation, Client Relationship Management (CRM), CRM, David Armstrong, Financial Advisors, Integrated Experience, Platform, Practifi, Technology, Wealth Management, Wealthies Circle Podcast, WealthManagement.com, Workforcewealthtechwinnerscircle

With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there.

Listen in as David Armstrong, Editor and Chief at Wealthmanagement.com, and Practifi’s Co-Founder & Chief Commercial Officer, Adrian Johnstone, talk about his company’s technological customer relationship management (CRM) approach and the advanced platform-building experience.

In this episode, you’ll learn:

How Practifi can help financial advisors achieve an integrated professional experience
Ways the firm’s technology better connects remote-located workforce
The company’s automation and customization approach
And more!

Tune in as Adrian discusses the financial services technological ecosystem in both the American and Australian markets!

Resources: WealthManagement.com | Practifi

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Simplify Your RIA Life — With Yang Xu of TradingFront

October 8, 2020Finance, Investing, Technology, Wealth Management, WealthManagement.comClients, David Armstrong, Digital Evolution, Financial Advisors, Personalization, Technology, Tools, TradingFront, Wealth Management, Wealthies Circle Podcastwealthtechwinnerscircle

In this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution. TradingFront was a finalist in two categories at this year’s Wealthies in the categories of Client Onboarding and Client Portal Technology. Yang has also been recognized as one of the “Ten to Watch for 2021” by wealthmangement.com.

In this episode, you’ll learn:

How the idea came about for the creation of TradingFront
What exactly does TradingFront do for RIA’s
Which type of advisors are ideal clients for TradingFront
What does TradingFront have in the works for the future
And more!

Listen now to get insight into how wealth management will be delivered in the future.

Resources: Wealth Management | TradingFront

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