AdvisorVault Upgrade Results In 400% Increase In Speed

AdvisorVault, a fully-encrypted online application enabling financial advisors to share files with clients, has been upgraded to a server with 64-bit dual processors and six cores.

Before the upgrade, AdvisorVault’s integrations with Schwab PortfolioCenter and Advent Axys could process two advisory firm uploads concurrently, and any additional advisory firms attempting to upload their data would be placed in a queue. As a result of the upgrade, AdvisorVault’s processes four uploads simultaneously in one-quarter the time.

The new server uses dual Intel XEON X5650 2.66GHz sixcore CPUs with 48GB of RAM. That’s a lot of processing power.

Moving AdvisorVault to new hardware enables a software upgrade to the 64-bit version of Microsoft SQL Server, the database powering AdvisorVault.

The hardware and software upgrades increase AdvisorVault’s speed 400%.

While AdvisorVault is much faster for advisors and clients—as well as lawyers and accountants granted access—the hardware upgrade is most noticeable to advisory firms using AdvisorVault’s integrations with desktop portfolio management software (PMS) applications, Advent Axys and Schwab PortfolioCenter. Data upload is four times faster than the previous hardware configuration.

Sixty-four bits is the size of the program instructions and memory addresses that can be used by a computer processor. A 64-bit processor can use more than 32 times the amount of physical memory of a 32-bit processor.

Portfolio reports are now processed at four times the speed because more data can be accessed from RAM instead of the server’s hard drive.

Process more than four uploads concurrently without slowing AdvisorVault will be simple now. We’re monitoring the throughput and will add services as needed. Software development now under way will improve AdvisorVault’s scalability across multiple enterprises.

AdvisorVault can be added to any advisory firm’s website for $1,000 a year or integrated into websites hosted by Advisor Products for $2,100 annually. Schwab PortfolioCenter or Advent Axys costs an additional $1,500 a year.

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Financial Advisor Marketing Videos

Financial Advisor Marketing Videos was launched on our website yesterday, and it is a powerful marketing presentation for knowledgeable, ethical, and open financial advisors.

At Advisor Products, we’ve been experimenting with different video techniques over the last year. We’ve learned that advisors need two types of videos: “update videos” targeted to clients and “marketing videos” targeting prospects.

Update videos don’t need special effects, expensive equipment, or professional talent. They are one-take videos, just two or three minutes in length, so you don’t have to edit them. You can produce them yourself in your office by creating an inexpensive video studio. If you need to edit videos, it’s going to complicate things and make it less likely you will use this medium.

Marketing videos are different. You don’t need music, a teleprompter, or actors, but you do need to edit marketing videos. Financial Advisor Marketing Videos from Advisor Products fill this need.

With Financial Advisor Marketing Videos, an advisor sitting in front of a plain white background is interviewed by me. I’m off-camera and my voice is removed in post-production editing, along with any awkward phrasing or words misspoken. What remains is a financial advisor speaking to the camera about how he practices—his compensation scheme, investment strategy, specialties and all-time favorite clients.

While the advisor is the star, my questions and direction helps keep the advisor focused, concise, and factual. The resulting video conveys the candor and credibility of a TV news interview. It’s honest.

For financial advisors who have studied wealth management, believe in themselves, care about their clients’ success, and practice with integrity and professionalism, Financial Advisor Marketing Videos are extremely effective. These attributes are capture under the glare of bright lights.

The three advisors who have used our approach were all so satisfied with the results that they agreed to allow us to use their videos as samples. Check them out.

Morgan Stone
Pat Jennerjohn
Glenn Mickelson








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CIMA®, CIMC®, and CPWA® CE Credit For Advisors4Advisors Webinars

Financial advisors with a CIMA®, CIMC®, or CPWA® designation from the Investment Management Consultants Association (IMCA®) can now receive up to 100 hours of continuing education credits from webinar replays at Advisors4Advisors. Along with IMCA CE credit, Advisors4Advisors offers continuing education on about 50 webinar replays to Certified Financial Planner™ (CFP®) licensees.
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How Can A Financial Advisor’s Website Generate Referrals From Attorneys, Accountants And Allied Professionals?

For advisors wise enough to be concerned about security of client data secure and privacy rules, AdvisorVault provides an excellent solution for sharing files with clients. But it enables you and your clients to share files with accountants and attorneys, and that’s really important.

AdvisorVault is a highly specialized file-sharing application created specifically for financial planners, wealth managers, investment consultants, and other financial advisors.

It’s not a document management system (DMS). Those systems lack features advisors needed to share documents with clients. For instance, AdvisorVault is integrated with a messaging system that automatically emails clients when you post a new document, and you can also post documents in batch for all your clients or a group or them and automatically notify them.

AdvisorVault is loaded with features and integrations that make client communications easier, providing a crucial component to an advisor’s online advice platform for clients.

In addition, AdvisorVault enables collaboration with attorneys, accountants, consultants, and other allied professionals. You can share a client’s entire vault with an attorney or accountant, or you can limit access to a single folder or a single file.

Your clients have a “Manage Professionals” feature in their vaults. When clients fill in the name and email address of their lawyer or accountant, it triggers an email to you requesting that you grant access to that professional to the client’s vault.  

AdvisorVault’s collaboration features thus make your website the hub for clients to manage all of their advice professionals.

Meanwhile, in the course of sharing information via AdvisorVault, you communicate build a new network of attorneys, accountants, consultants, and other professionals that can result in referrals.

Most advisors are jury-rigging systems for sharing documents with clients and allied professionals, or just ignoring privacy rules. However, security and privacy is likely to be an issue of interest to regulators in the months ahead, however.

For just $2,100, you can get AdvisorVault with a website—along with access to a database of hundreds of FINRA-reviewed articles, eight hours of service, automated website archiving. Or, for just $1,000 a year, you can add AdvisorVault to a website Advisor Products doesn’t host it.

Adopt this comprehensive client communication system with so many compelling benefits is sensible.
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Advisor Products Websites Now Come With Videos About Wealth Management

A library of FINRA-reviewed videos for advisor websites is now packaged with every Advisor Products Platinum website.

When you buy a website from Advisor Products, a library of videos can be personalized to your branding and posted to your website explaining the online tools you provide clients.

Crucial information about trusts, Roth IRAs, and wealth strategies is communicated to clients and prospects in the videos. How clients use AdvisorVault to access their portfolio reports and retirement plans is explained along with information about they can view their insurance and estate planning documents.

In addition to showing clients how to use your online advice platform, the videos market your services to prospects.

In showcasing features of the online platform that you make available to clients, the videos about AdvisorVault and Client Portals help you market your services to prospects.

The videos are part of our Video Library Dashboard.  With VLD, you get a selection of videos to choose from that can be posetd on ay page of your website, and your logo is automatically embedded in any video you post. VLD comes with a AdvisorSites Platinum, which costs $2,100 annually and comes with eight hours of service from our staff, automated website archiving, a databse of hundreds of financial articles, and AdvisorVault.    

 To see samples of the videos, you must be registered with Advisor Products. If you are already registered, log in here.
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You’re Probably Not Driving A Car You Bought In 2001 And Should Not Have The Same Website Either

If you're still using a "framed" website, here's another reason to upgrade your site to our .NET website platform: we'll automatically create an XML sitemap for you to submit to search engines. XML site maps help search engines index a website, making it more likely to appear in search engine searches.

Advisor Products stopped building framed websites several years ago when it became clear that search engines were discriminating against them.
Web technology changed and we created an easy upgrade path.

Upgrading to our .NET website engine makes it easier for search engines to crawl and index your website and will give each page on your site a unique URL. You're even able to rewrite URLs using SEO-friendly keywords.

Advisor Products charges $250 to upgrade an old framed template website. The cost of upgrading a custom website depends on the number of pages and other factors and you'll need to contact us for a quote.

You’re probably not driving a car you bought in 2001. And, if you are, you probably don’t expect it to perform the same way as a 2011 model. Your website is not much different.

If you're still using an old framed site, now’s a good time to upgrade. Give us a call at (516) 333-0066 x224.
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Presentations About Investing By Economist Fritz Meyer

Financial economist Fritz Meyer, after 15 years as investment strategist at Invesco, recently left his post and launched his own firm to provide advisors with institutional-quality macro analysis at an affordable price. Advisor Products is distributing Meyer’s research.

A PowerPoint slide show for advisors to present at seminars, webinars, and client meetings is the first product of collaboration between Meyer and Advisor Products.

View more presentations from AdvisorProducts.

The monthly scripted and editable 45-minute presentations contain dozens of tables and charts. The slides guide advisors through illustrated analysis of key economic issues and their effect on investment strategy.

Meyer’s research is targeted to advisors utilizing broadly diversified portfolios and Modern Portfolio Theory (MPT).

While most advisors adhere to the precepts of MPT, it's difficult to produce a monthly presentation with the latest economic data and that concisely explains how fundamental trends affect a broadly diversified portfolio constructed for long-term investors.

Meyer’s research provides an advisory firm the benefits of a full-time investment strategist at a fraction of the cost.

Meyer is also blogging about the economy monthly on Advisors4Advisors.


Working with a great thinker of Fritz Meyer’s stature is an exciting partnership for Advisor Products. We're having fun.


Meyer spoke at a webinar entitled, Modern Portfolio Theory Is Alive And Well.


Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now from Advisors4Advisors on Vimeo.

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We'll Make A Studio-Quality Marketing Video About Your Firm At The TD Ameritrade Conference For Just $1,000

If you want a professionally-produced three-minute marketing video for your website, please schedule an appointment now.

Advisor Products will be shooting videos Friday, January 4 from 8 a.m. till 5 p.m. PST at the Manchester Grand Hyatt.

We've got a professional TV crew coming and we'll be using studio-quality lighting and cameras .

We'll shoot five- to 10-minutes of you answering questions about your firm's value proposition.

Your video will be edited down to three one-minute segments and branded with your logo.

The file will be posted online for you to download and we will provide you with detailed instructions about how to post the video to YouTube and embed in in your website—all for $1,000.

If you have an Advisor Products Platinum website, we'll post the video on YouTube and embed it on your site for you.

If you were to hire your own crew and video editor, it could eaily cost you two or $2000 to make a video like this. 

Schedule your session at https://tungle.me/advisorvideos. Please give us your name, email address, and phone number in the subject line so we can contact you with detailed instructions.

If you have any questoins, please email us at sales@advisorproducts.com.
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AdvisorVault Desktop Connector Simplifies Secure Document Sharing For Financial Advisors

AdvisorVault Desktop Connector, which enables financial advisors to drag and drop any file on their desktop to a client’s vault, is headed for testing shortly and we are seeking beta users.

AdvisorVault is a fully encrypted web-based system for financial advisors enabling secure sharing of personal financial documents with clients, estate planning attorneys, and accountants.

Desktop Connector enables advisors to drag and drop any file to a client’s vault from the desktop and eliminates the need to open a browser and upload files.  You can also drag and drop files from a client's vault to your computer locally.

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Compatible with Windows and Mac operating systems, AdvisorVault Desktop Connector lets advisors view all of their clients’ vaults and drill down in each vault’s folders.

AdvisorVault  Desktop Connector simplifies secure document-sharing with clients. Just open Windows Explorer or Mac Finder, navigate to a document on a local drive or network, and drag and drop it from Explorer or Finder into a client folder in Desktop Connector.

You don’t need to open a browser, navigate to a client’s vault, browse your local drive to select the target document, and wait for the document to upload. All of those steps are eliminated.

Desktop Connector will be available at no additional charge to AdvisorVault users.

AdvisorVault integrations with Schwab PortfolioCenter, Advent Axys, Albridge Solutions, MoneyGuide Pro, and other leading professional applications imports client reports in batches.

Desktop Connector allows advisors to quickly post reports one-by-one from any application—even those not integrated with AdvisorVault. For example, while AdvisorVault has no integration to post a batch of all your client reports from NaviPlan or Sungard financial planning applications, an advisor using Dektop Connector can individually drag and drop client reports from these apps into AdvisorVault.

If you would like to volunteer to be a beta tester, please contact us.
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A Video Holiday Wish (In Song) From Advisor Products

Unfortunately, a few members of the Advisor Products staff, who can sing really well, were out of town or camera shy, but we nonethless posted this holiday greetings to our friends.

Thanks for making 2010 great, and happy holiday!

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