CapGainsValet re-opens its annual tracking database of end-of-year mutual fund distributions.Advizr launches “Accelerate”, which will allow advisors to directly open investment accounts or begin insurance applications from within a financial plan presentation.Redtail launches “Redtail Speak”, a new compliant text-messaging solution for advisors. Morningstar launches its “Best Interests Scorecard” solution to help advisors with DoL fiduciary due diligence and compliance on IRA rollovers.At the T3 Enterprise advisor technology conference, CleverDome announced that it is launching with Redtail CRM, Orion Advisor Services, Riskalyze, Entreda, and TD Ameritrade all “under the dome”, and is looking to rapidly add more advisor tech providers in the coming months.Īlso in the news this month was a slew of new “Model Marketplace” announcements, including the launch of Orion Advisor Services’ “Communities” model marketplace built around its new Eclipse rebalancer, a pivot by Oranj to build a new MAX model marketplace around its recently acquired TradeWarrior rebalancing software and make its platform free to advisors to place assets in MAX, and the announcement that Apex Clearing is launching its own API-based rebalancer called Equilibrium that may also become a future player in Model Marketplaces (while enhancing its capabilities to compete with other RIA custodians as well).įrom there, the latest highlights also include a number of major new product and feature rollouts this month, including: This month's edition kicks off with the big debut of CleverDome, a next-generation cybersecurity solution that aims to bring all major financial services providers into a closed network that operates with a “Software Defined Perimeter” (SDP) to block out hackers and only permit known entities to interact with vendors. 401k with company match available after 6 monthsĬheck out our website to see what we're all about at At this time, only candidates authorized to work in the United States should apply.Welcome to the November 2017 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!.Health/Dental/Vision/Life/AD&D/STD/LTD available after 90 days with employer premium contribution.Competitive hourly compensation and an established remote work environment.Applications submitted without a video will not be considered.Ģ) Upload your current resume and hourly pay requirements. Provide the link to your video in the questionnaire. To be considered, all of the following must be submitted with your application:ġ) Make and submit a 3-minute or less video with your responses to what we want to know. What short and long-term contributions can you make to help raise the bar at Snappy Kraken?.Show us a compelling example of your “eagle-eye guardian of quality and accuracy” ability. What motivates you to give your best every day?.We want a person that loves following processes and being an eagle-eye guardian of quality and accuracy. This is one of the most critical steps to ensuring campaigns are functional before the campaign is active and available to use by our members. This personwill be involved with the campaign creation process after writing and design is completed to ensure all campaign pieces are collected, text is converted to HTML, and all elements are entered into our database by the assigned due date. We are looking for a growth-minded Remote Data Entry Specialist. We’re honored to be ranked #3 in the 2020 Best Places to Work in Wealth Management FinTech. Snappy Kraken is the best (and award-winning!) automated growth program for the financial services industry. Every day, our work is meaningful, purposeful, and connected to a larger vision. Snappy Kraken is a results-driven, intentionally 100% remote team of highly- engaged individuals.
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