Croesus Partners With Advisor Products To Offer A Client Vault With Its Portfolio Management Software

Montreal, Quebec, May 11, 2016 – Croesus, a leading provider of wealth management solutions, has integrated with AdvisorVault from Advisor Products. Investment advisors can now distribute portfolio performance reports to all their clients daily in a fully automated process.

AdvisorVault provides a personalized and graphically rich interactive client portal. Advisors can securely post documents in private folders for clients with high encryption behind multiple firewalls. Integrations with advisor websites and professional apps have made it a leading client portal solution in the industry.

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Illustrating A Client's Risk Of Outliving Their Money

Dr. Craig Israelsen, one of the nation's foremost experts on implementing low-cost potfolios based on Modern Portfolio Theory, has begun contributng his research to advisors through the Advisor Products video library.

The first video uses a new data visulaization method to illustrate the risk of running out of money in retirement. 

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Highlights Of Our Latest Advisor Videos

After starting the year with an 11% plunge, the Standard & Poor's 500 has gained more than 7.4% in the past month.

Here are highlights from three of the videos we made available in the last few weeks in our adsvisor video library.

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Advisor Chat Service Eliminates RoboAdvisor Threat

Disarming the threat of roboadvisors to independent financial professionals, Advisor Products is integrating a chat application into advisor websites -- those we host and those we do not.

The Case For Chat On Advisor Websites

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The Holy Grail Of Advisor Websites And Email Newsletters Is Here

Advisor Products now enables advisors to edit articles we write for advisor websites and email newsletters onscreen. We're giving you financial journalism that you can edit onscreen on the fly whenever major financial news breaks. It's a financial advisor news service you can customize to your needs.

 

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New Articles, Videos, And Tweets For Advisors To Send Clients Cover The January Swoon

New content for your clients about the bear run on Wall Street is available now.

 

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Fighting Advisor Marketing Misperceptions, One Advisor At A Time

An advisor last week told me sending a weekly email to clients is a bad idea. “It sends a bad message by focusing on short-term news,” he said.

I understand why he said that, but then showed him why he was wrong.

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Covering The San Bernardino Terror Attack In Last Week's Client Update

At about 4 p.m. ET last Friday — 48 hours after the attack in San Bernardino — the FBI called the fatal shooting of 14 people an act of terror. Suddenly, performance of the stock market after the attack was a compelling story.

Immediately after the attack, late Wednesday afternoon, stocks prices fell, and they dropped again on Thursday. On Friday, however, by the end of trading, stocks had recouped those losses.

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Video: Jim Cramer Actually Said That Some Traders Knew In Advance Of Paris Attacks

On the Monday morning following the Friday, November 13, terrorist attacks in Paris, Jim Cramer said on TV that some traders appeared to have had knowledge in advance of the terrorist plots that killed at least 130. Cramer, in spinning his consipracy theory, exposes the true character of his coverage.   

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New Advisor Video Charts Terrorism Versus S&P 500

This video is the right message at the right time. It went out to tens of thousands of advisor clients tonight in email newsletters. 

Advisor Products is helping the clients of financial professionals.

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