Fox Financial Planning Network launches AdvisorTouch Symphony
Fox Financial Planning Network (FFPN) has launched AdvisorTouch Symphony
Fox Financial Planning Network (FFPN) has launched AdvisorTouch Symphony, the only program of its kind to help financial advisory firms harness the power of combining robo-technology with practice management.
FFPN created this program to demystify robo-technology for advisory firms and provide a detailed road map through every aspect of the implementation process to help firms maximize the benefits of its use.
Advisory firms that utilize the program will receive access to a wealth of resources and support designed to guide them step-by-step through necessary decision-making, to get up and running quickly and help them effectively leverage the technology for the greatest ROI according to their own business model.
AdvisorTouch Symphony is available to financial advisory firms as well as enterprises, such as large RIAs, custodians and broker/dealers.
FFPN has selected Jemstep and its industry leading Advisor Pro as the automated investment service platform for Symphony.
Until now, there hasn’t been a comprehensive resource available to guide advisory firms through the strategic, marketing, implementation and practice management issues that accompany the use of robo-solutions. FFPN created AdvisorTouch Symphony to fill this gap.
In addition, FFPN has added to the alliance, two other top industry service providers that are contributing to the program.
National Regulatory Services provides compliance guidance and True North Networks provides guidance in the area of cyber security, for firms that may need guidance in these areas.
FFPN CEO and founder Deborah Fox said: “To date advisor-friendly robos have been signing up advisory firms, but many advisors and their staff don’t know where to go from there. AdvisorTouch Symphony builds the bridge between the advisory firm and the automated investment service so that all involved can succeed.”
Jemstep president Simon Roy added: “Jemstep believes that our Advisor Pro platform provides the greatest return when thoughtfully integrated within a firm’s workflows and existing technologies. FFPN and Symphony partners have the practice management experience to provide firms with practical guidance to help them successfully implement robo technology within their practice.”
“Many advisors mistakenly pigeon-hole robo-platforms as only offering strategic index portfolios for millennials or clients with small accounts. Most advisors haven’t yet realized they can also leverage robo- technology to more efficiently service their existing ‘A’ clients while still using their current portfolios. Jemstep Advisor Pro offers a fantastic solution for upgrading a firm’s technology to automate more of their processes and better engage their clients. Any firm that is serious about improving their clients’ experience should utilize Symphony to design an upgrade for their current offering,” Fox said.