Integrated Asset Management

Advisor Exchange is a third party data management provider that aggregates account information from virtually any online portal where a client account is held and feeds this data into various third party accounting and portfolio management systems, as well as CRM and financial planning tools. With Advisor Exchange, advisors and wealth managers have one feed to capture all their clients' accounts including investment, retirement, banking, insurance, 529's, annuities, REITs and other hard to reach assets, as well as mortgages, loans, bills and other liabilities. Unlike traditional account aggregation solutions which only offer a basic summary view of client assets via screen scraping, Advisor Exchange delivers a customizable, enhanced solution which includes consistent, normalized and detailed transactions, positions and price information. Advisor Exchange's technology is an efficient, time-saving solution that allows advisors to improve efficiency and expand the services they offer. To learn more please visit www.advisorexchange.com or call 516-801-4931.

Advisor Products makes websites, client newsletters, brochures, and other marketing services for about 2,000 independent financial advisory firms. The Westbury, N.Y. company, which was founded in 1996 by veteran financial writer, Andrew Gluck, also provides logo design, marketing copy, stationery, and email newsletters for financial advisors. It hosts websites customized for advisors with financial planning content for high-net-worth individuals and hosts email account services geared to financial advisors. Many of the nation's leading Registered Investment Advisors, independent Registered Representatives, and independent broker/dealers rely on marketing and technology services provided by Advisor Products.

Atom Align is the industry’s most advanced web-based modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the portfolio and household model rebalancing process with its intuitive design and comprehensive features. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange) and execution management.

ByAllAccounts provides a unique combination of transaction detail, data quality, and custodian coverage specifically required for the professional wealth management market. Our exclusive focus is on gathering, enhancing, and delivering quality detailed daily portfolio data that is ready for reconciliation enabling you to be a true wealth advisor.

Your search for the right web-based CRM is over! Grendel Online’s CRM is built for advisors with the tools you want – like powerful workflow capabilities, wealth management, and integration with AssetBook. The CRM is only $50/month for your entire practice and you can add additional modules as you see fit including a Client Portal, Paperless Office, Account Aggregation, Mobile Access, Email Archiving, and Portfolio Rebalancing and Proposal Generation. Learn more at www.grendelonline.com, email us at sales@bigbrainworks.com, or call us at 888-824-4477.

HiddenLevers provides financial professionals with tools for measuring and addressing economic risks. With HiddenLevers, professionals can quantify the risk to client portfolios in over 40 scenarios like Oil Prices Spike, Euro Zone Collapse, and more. The toolkit includes scenario-based portfolio stress testing, macro scenario modeling, investment screening based on macro trends, and client-facing reports and charting. In a time when managing emotions is just as important as managing money, HiddenLevers helps translate big-picture scenarios into portfolio-specific guidance.
Based in New York City, HiddenLevers software, data, and commentary serve the economic analysis needs of different audiences in the financial markets, including Registered Investment Advisors, Private Wealth Managers, Family Offices, Asset Management, and Portfolio Managers. For more information, please visit www.hiddenlevers.com or call us at 212-292-3147.

MoneyGuidePro (MGP) provides an exciting new approach to Financial Planning. It replaces the unnecessary complexity of traditional, detailed-cash-flow planning software with a goal-oriented process that is faster, easier and more engaging for the client. MGP has been hailed as "the most innovative product to come along in a long time" and was selected as the "Software of the Year for 2008". To learn more, go to www.moneyguidepro.com or call 800.743.5312.

RedBlack Software delivers innovative rebalance and trade automation software solutions and services to Registered Investment Advisors; wealth, asset and money managers; custodians; banks and trust companies. RedBlack is focused on delivering products that are intuitive, easy to use, producing immediate and measurable ROI. Our solutions boast streamlined integration and a short learning curve. Let RedBlack demonstrate what we can do for your firm. Request a demo on the web at www.redblacksoftware.com or give us a call at (603) 232-9404.

TradeWarrior, Inc. was founded by former investment advisors and provides a practical real world approach to solving the rebalancing and trading needs that advisors face. TradeWarrior provides financial advisors with a thoughtful balance of functionality and price. You can learn more about the company on its website at www.tradewarriorsoftware.com.

The Virtual Portfolio Manager (VPM) provides financial professionals with a Structured management processs in a Superior decision support tool. Managing a superior equity portfolio requires an understanding of risk, market exposure, and the dynamics of portfolio construction.

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.

CRM is ultimately about not only acquiring and managing your clients and prospects – it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency. For additional information on Redtail Technology or to sign up for a 30 day free trial, visit their website at www.redtailtechnology.com or call 1-800-206-5030.