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#Baconjam
On today’s broadcast, Riskalyze enhances its best client facing technology with a fresh
new interface, Advicent adds new integrations for Schwab Intelligent Technologies, and,
get my best cybersecurity tips to protect your business from hacking, phishing, and
spoofing attacks.
So get ready, FPPad Bits and Bytes begins now!
Hey everyone, I’m Bill Winterberg and thank you for joining me for this week’s
"come from behind” advisor technology news broadcast.
But first, if you are interested in supporting future episodes of FPPad Bits and Bytes, find
out how you can become a sponsor to reach a fantastic audience of advisors looking to
grow their business with technology. Visit fppad.com/advertise for more information on
how you can help support this show.
Now this week’s top story comes from Riskalyze, the provider of risk tolerance assessment
tools for advisors, as this week the company announced an all-new dashboard and client
profile interface.
The new interface is clean, designed to be easy to navigate, and is overall very user
friendly. For example, profiles prominently display the risk number of a client’s existing
portfolio, the risk of a portfolio proposed by the advisor, and a probability percentage
from the Riskalyze Retirement Map feature I mentioned back in episode 129.
As the winner of my best client-facing technology award in 2013, Riskalyze raises the bar once
again with its new look and feel, but the company is also enhancing the nuts and bolts
of what goes on behind the scenes. If you’re not yet using a formal risk assessment tool
in your business, Riskalyze deserves to have a spot on your list of contenders.
For more details on the enhancements to Riskalyze, visit fppad.com/151 for the links to this
week’s top stories.
Next up is news on Advicent Solutions, a provider of financial planning and marketing communication
tools to advisors. Earlier this week, Advicent announced two new integrations with Schwab
Intelligent Technologies™.
First, if you monitor client accounts using the Schwab PortfolioCenter Hosted™ solution,
you will be able to import account values into the NaviPlan® financial planning application
using the Schwab OpenView Gateway™ integration. Got it? If you don’t use Schwab PortfolioCenter
Hosted, you can still import values from Schwab Advisor Center using the integration the company
announced last year.
Second, a new integration was announced for those of you who use the Profiles™ financial
planning software tool from Advicent. Just like NaviPlan, Profiles now supports account
information imports from Schwab Advisor Center, helping you save time when importing
account values into plans built with Profiles.
If you don’t custody assets with Schwab, you’ll be glad to know that Advicent has
been busy building other integrations with providers in recent months, including TD Ameritrade
Institutional’s Veo Open Access, Redtail CRM, Morningstar Office, Appcrown, and Orion
Advisor Services.
And finally, I traveled to Las Vegas this week where I presented at the AICPA Advanced
Personal Financial Planning conference. I gave a room full of CPAs tips and techniques
to protect their business from hacking, phishing, and spoofing attacks.
Financial Planning magazine sent Maddy Perkins to cover my session, and she did an excellent
job capturing the risks to your business and the defensive strategies you can implement today.
Visit fppad.com/151 to get the link to the story in Financial Planning, and while you’re
there, you can also link to my free three-page PDF on all the tips, strategies, and resources
I covered during my presentation.
Remember, Bits and Bytes exists because of the support of our sponsors, so visit fppad.com/advertise
to learn how you can support this show and connect with thousands of advisors who want
to stay informed about technology for their business.
As always, your feedback, questions, and comments are very important, so if you have something
to say, send me a message on Twitter using @billwinterberg or leave a comment on the
FPPad YouTube channel.
For FPPad.com, I'm Bill Winterberg, see you next time!