Ezra Group launches a new “WealthTech Integration Score” for major AdvisorTech vendors to help advisors better assess which software has the most meaningful deep integrations.Merrill Lynch launches a new ‘Merrill Match’ system that downplays an advisor’s geography and focuses more on advisor ‘fit’ with respect to expertise, meeting preferences, and communication style.Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design.Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails.Which raises the question of whether and where Entrustody may even be able to make a beachhead in a surprisingly crowded marketplace for the few advisors who are in a potential custodial transition?įrom there, the latest highlights also feature a number of other interesting advisor technology announcements, including: While at the same time, competition has already heated up for new advisors (who can pick a new custodian without repapering or retraining because they’re just getting started) with SSG, Altruist, and even Schwabitrade itself pledging no minimums, and a number of ‘new’ RIA custodial competitors like LPL and SEI are increasingly competing for breakaways as well. Notably, though, the reality is that changing RIA custodians still requires the repapering of clients and retraining of staff (and the latter cost is still incurred even if firms ‘just’ add Entrustody as a second custodial platform without moving existing clients), which raises the question of whether Entrustody has enough efficiency improvements to actually convince advisors to switch. As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services. This month's edition kicks off with the news that a new RIA custodian – Entrustody – has launched, as independent RIAs continue to clamor for more alternatives than what has now become the ‘Big 2’ of Schwabitrade and Fidelity. You only need enough bandwidth to load up the GUI and pass out the text data for the Android app.Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – 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! You can install a tool like wondershaper to heavily restrict the max network bandwidth. There is a band-aid solution though if you really want to use a WiFi USB dongle. When loading a webpage on the Pi3, downloading updates, or even just using the web GUI heavily, the Kerberos would lose coherence. We saw this happen on the Pi 3, which had the USB and WiFi interface shared on the same bus. Remember that the Kraken requires a heck load of USB 2.0 bandwidth, and other high data rate devices on the same bus could cause sample drops, which results in a loss of sample alignment, and hence a loss of coherence. ![]() ![]() I haven’t seen any official WiFi add on released yet, but I would recommend going with a M2 or PCIE wifi add on card, instead of a USB dongle. That makes it impossible to use mobile in the car. One important note about the OPI5 is that the default package is missing WiFi, so it won’t work without a wired network connection. Using the official Ubuntu Jammy Desktop distro provided by Orange Pi from Orange Pi - Orangepiįour cores sit at around 25-30% CPU utilization and the other four are usually under 5%. The GUI is much snappier compared to a Pi4. Ok confirming that the Orange Pi 5 is working well after installing via script, and it’s really nice and fast.
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