Online broker Interactive Brokers has added trading and portfolio management tools to its web-based Advisor Portal that are intended to help financial advisors “streamline client account management,” officials say. The additional features emanate from the firm’s flagship Trader Workstation desktop platform. The latest enhancements are: Portfolio View: This feature provides “an overview of client account… Read More >>
Hearsay Social Targets Advisers with Platform
Social media compliance vendor Hearsay Social has rolled out a comprehensive social media platform for financial advisers and insurance agents, dubbed “Predictive Social Suite,” officials say. The platform aims to “enable these relationship managers to identify multi-channel client buying signals and share the right information at the right time, increasing the quality and quantity of… Read More >>
