AdvisorVault Client Portal Content Widget

AdvisorVault Client Portal's content widget is live! It enables advisors to stream financial planning content and their latest blog post alongside reports from seven portfolio performance systems, MoneyGuide Pro and Redtail CRM.

Advisors can personalize the content stream to each individual client. Retirees, pre-retirees, and business owners can see content focused on their personal financial issues.  We aim to change investor behavior by providing education content supporting fiduciaries at crucial moments. 

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The Best Advisor Videos In The Financial Services Industry

Advisor videos we're offering are totally different from anything else in the industry. Look at the 35-second video below, which is one of the 15 new FINRA-reviewed videos made available recently.

Making a video is hard, time-consuming and can be expensive. I've seen advisors more than once who are smart, articulate, and animated get in front of a camera and freeze.

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Advisor Marketing Video Addresses Bubble Fears

A new batch of about 15 videos are available in the Advisor Video Library and this one addresses fears of another stock market bubble.

 

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Interactive Brokers Names Advisor Products To Preferred Providers List

Interactive Brokers LLC, which provides trade execution and clearing services to advisors, recently named Advisor Products to its list of preferred providers for advisors. Interactive is known for its low its prices on trading.

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TD Ameritrade Account Data Widget In Advisor Client Portals

A widget displaying account data from TD Ameritrade Institutional’s VeoOne Platform is now available in the AdvisorVault Client Portal.

Using TD Ameritrade Data Intelligently

Instead of providing a link on your website where clients log into TD Ameritrade Institutional’s advisor-client website to see account values, clients log in to your website’s client dashboard. It’s a client portal designed expressly to help advisors collaborate with clients.

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Do You Manage Location Of Assets? Tell People!

If you optimize the location of client assets, you are different from the vast majority of advisors. Here's a way to explain that, literally, in your own voice.

The video illustrates complex ideas differentiating advisors who optimize portfolios for taxation. Posting this video in your own voice on YouTube and embedding it in a blog post on your website, or on a static marketing page on your website, concisely shows the value of your advice 24/7 in three minutes.

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Advisor Video Library Free Trial

Advisor Video Library gives you a library of timely videos that you narrate. You read a FINRA-reviewed script we’ve written and record your voice reading using your telephone with our simple online app. Your voiceover is inserted in an educational video.

Using proprietary technology, your voice personalizes videos, and it’s really easy to do.

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Facebook Terms of Service Change Interrupts API’s Interface

Facebook has yet again changed the way it allows applications post to your profile.

The social network has updated its interface and it changed the permissions that allows apps like ours to post content to your profile. Facebook now also requires a review of apps like ours to ensure it meets their terms of use.b2ap3_thumbnail_Facebook_logo_square.png

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Redtail Now Integrated In AdvisorVault Client Portal

Redtail CRM, one of the most popular CRM systems financial advisors, was released recently on advisor websites that use the AdvisorVault Client Portal.

Integration of Redtail into advisor client portals increases an advisor’s efficiency enormously. It opens a new channel of communication from your CRM to your clients where none existed before.

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Seeking Beta Testers For Advisor Video Library

Advisor Products has released a beta version of Advisor Video Library, an online app that makes it easy for any advisor to provide FINRA-reviewed videos personalized with their voice and branding.

The 15 timely videos we've added to the Advisor Video Library feature graphics and scripts created by Advisor Products. You record a voiceover using our proprietary app. It's automatically embedded in the video, along with your logo, contact information and a map of your local area.  You can post the videos on your YouTube channel (or we can do that for you).

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