Saturday, February 27, 2010

Advisor Impact Brings Fresh Solutions for Client Feedback to Advisors at T3 2010

Advisor Impact helps financial advisors and accountants to maximize profitability and productivity in their businesses.

They provide research, training and tools to help firms and individual advisors evaluate and improve client profitability – all in the context of delivering an outstanding client experience.

The company's flagship program, the Client Audit, is an outsourced client feedback program. It helps financial advisors and accountants enhance loyalty and increase client revenue, by gathering on-going feedback from clients, turning that into a clear action plan and providing the support and tools to help leverage those results.

For information on the Client Audit, click here. Visit and download a free white paper - The Economics of Loyalty.

Thursday, February 25, 2010

A Special Message from IPS AdvisorPro to T3 Attendees 2010

Hi everyone,

We hope you had a great conference experience at T3. We enjoyed it very much.

As we continue to be recognized for our "trademark" hats and homemade cookies while exhibiting at conferences, we thought you might be interested in the hats we wore for T3.

Joel Bruckenstein (pictured here with Linda Lubitz Boone, co-founder of IPS AdvisorPro and two IPS AdvisorPro staff members) appreciated their uniqueness (relative to "tools" for technology) and wanted a picture for the T3 newsletter and blog. Here it is.

See you all in Florida for T3 2011!

Kind regards,

Linda Groden

Manager of Client and Marketing Relationships

IPS AdvisorPro®

CPA Wealth Provider 's Financial Planning Awards Winner, 2009

Named an Industry Innovator by Andrew Gluck, 2007

Named "Best Software of the Year" by Morningstar's Joel Bruckenstein, 2006

Over 1,300 Advisors have created more than 20,000 customized IPSs using IPS AdvisorPro®

Saturday, February 20, 2010

TD Ameritrade says focus on People, Process, Technology at T3 Show 2010

TD Ameritrade is committed to giving you the tools you need to build your business. They offer an integrated platform of financial products, technical services and the tools to help independent advisors adapt and grow within today's investment climate. TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.

Watch the short video above or visit:

ProTracker Advantage now available in the Clouds, also offers Info Security Program at T3 2010

ProTracker Advantage is a highly-acclaimed practice management solution designed specifically for financial planning professionals. ProTracker Advantage manages relationships, tasks and appointments, organizes financial, life planning and estate information for clients, stores client documents and communications, automates office work flow processes and more. There is a Cloud version and a Desktop version.

The firm also offers the Info Security Program Manual (ISP Manual). Every professional needs an Information Security Program Manual to ensure compliance with the various information security laws enacted in many states. The Financial Advisor Info Security Program
Version 5 (new) helps financial advisors quickly implement a complete Information Security Program that meets mandatory compliance requirements

Watch the short video above or visit

Quantuvis Brings Sweet Treats and Benchmarking Tools to T3 Show 2010

Founded in 1996, Quantuvis is a national consulting firm that specializes in business consulting to financial advisors and institutions. With a distinguished record of success with some of the industry’s most successful advisory firms, as well as leading custodians, broker dealers, distributors and professional organizations, Quantuvis has become a recognized leader in helping financial advisors build better, more profitable businesses.

Watch the short video above or view Best Practices Study Series Dashboards Demo and learn how to utilize Practice Dashboards to help you build a better, more profitable business at

Friday, February 19, 2010

Grendel helps advisors control their monsters at T3 Show 2010 is a sophisticated web-based application designed by and for Financial Advisors. It can be summed up as a CRM with a bunch of extras which are very valuable to Financial Advisors and their Clients. Watch the short video above.

Marketing Library Brings New Deals, Fresh Solutions to T3 Conference 2010

What is MarketingLibrary? Both an extensive online library of marketing messages, and new technology that integrates seamlessly with compliance offices. MarketingLibrary saves you time, money, and provides the tools you need to increase client satisfaction, retention and lead generation.

It's like having your own, personal copywriter and marketing assistant on call 24 hours per day, for one low monthly fee.

Watch the short video above or visit:

Bridge Portfolio Returns to T3 Show 2010

BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations. With BridgePortfolio doing the work, advisors have the freedom from dealing with the intricacies of running their own back-office. They handle the most important and time consuming tasks such as account opening, reporting, trading & rebalancing and fee billing. Plus they offer convenient, web-based reporting tools that are accessible 24 hours a day. All designed to help “cure your back-office blues”.

Watch the video above or visit:

TradeWarrior Gives Progress Report at T3 Show 2010

TradeWarrior has released TradeWarrior Express Beta II on the FinFolio platform.

TradeWarrior Express is the demo version of TradeWarrior that will ship with the FinFolio portfolio management system to help meet the rebalancing needs of advisors today. The first beta release of TradeWarrior Express occurred on June 11, 2009.

The second beta release includes improved architectural enhancements in the rebalancing engine, increased stability, added features, and the ability to run the program through a web browser.

Learn more by watching the video above or visit:

Dow Jones Adviser - Aggregated News Service at T3 2010

Dow Jones Adviser helps financial advisers improve client communications, market awareness and business development. People are buzzing at the T3 Show in San Diego.

Watch short video above or visit:

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