We have a new name and a new strategic partner!
Keep up with the latest from our company.
We have a new name and a new strategic partner!
Vanare's integration with FinMason gives advisors rigorous institutional capabilities to easily analyze risk across a multitude of investment types, delivered in a modern, web experience by advisors to clients.
Vanare and FinMason have partnered to help advisors educate investors about the importance of risk, while demonstrating the merits of a professionally managed portfolio.
Rich Cancro, founder and CEO of Vanare, said the integration with TD's automated portfolio-rebalancing technology, iRebal, “helps our institutional clients remove the anxiety about serving traditional and robo clients efficiently and builds confidence from being prepared for intergenerational wealth transfer.”
Vanare’s latest foray into institutional partnerships involves deeper integration with TD Ameritrade Institutional’s iRebal. As one of the industry’s first third-party technology firms to integrate with the iRebal API, the integration will gives RIAs the ability to leverage the capabilities of Spark, Vanare’s online account opening platform, and NestEgg, its white-label “roboadvisor” solution.
Panel of experts at Insider's Forum discuss the adoption of robos across the advice industry. Vanare CEO Rich Cancro says that the momentum is already in place and digital advice will become an inevitable reality.
Bill Winterberg, widely recognized as an independent authority on the subject of technology in financial services, discusses his take on Vanare's announcements of recent integrations.
Not only will Redtail Technology's connection with Vanare eliminate the stacks of documents advisers need to print out, but it will also help advisers keep track of all their information, said Vanare CEO Rich Cancro.
Vanare and Redtail Technology have launched an integration that will allow Vanare users to sync client contact information directly from their Redtail CRM. The integration is available through Vanare’s NestEgg, a white-labeled roboadvisor that digitizes a firm’s investment philosophy, and Spark, Vanare’s online account opening platform, which helps advisors jumpstart relationships with a fast, intuitive and straight-through online account opening workflow.
The integration with Redtail is available through Vanare's NestEgg, a white-labeled robo-adviser platform that digitizes a firm's investment philosophy, and Spark, Vanare's online account opening platform, which helps advisers jump-start relationships with a fast, intuitive and straight-through online account opening workflow.
Apex Clearing, a leader in the online brokerage custodian business, announced that Vanare will be the first white label business-to-business digital advisor to integrate on their technology platform.
Apex Clearing, which custodies assets for robo advisors has partnered with Vanare to offer their digital advice platform to its broker/dealer and RIA clients.
Apex Clearing Corporation's clients will soon have access to Vanare's digital advice platform and highly customizable white labeled Roboadvisor. According to Apex CEO Bill Capuzzi, Vanare's flexibility and focus on user experience will help advisor's businesses be more efficient and profitable.
Lex Sokolin hopes to be in a position to help the industry grapple with future challenges after leaving his daily responsibilities at Vanare to take a full-time research role in London to study global financial technology.
Vanare, an innovative wealth management technology platform with a highly customizable white-labeled Roboadvisor called NestEgg, has appointed Ken Manning to the position of head of product, as of July 1. Manning has spent the past 20 years in the tech industry as a product strategist and operational executive. Most recently, he was managing director of Reimagine, a mobile design company that built innovative technology for Leo Messi, Moov, Apartments.com, Ticketmaster, and others.
Sokolin remains a shareholder and member of Vanare's Board of Directors after accepting a research post in London. Ken Manning, a technology veteran most recently with mobile design company Reimagine, has succeeded Sokolin as head of product development.
Vanare COO, Lex Sokolin participated on a Robo Advisors panel at the FPA of Massachusetts annual conference. The discussion focused on how to use Silicon Valley thinking to deliver an extraordinary client experience.
Vanare's forward-focus on shaping what comes next in financial technology is driven by Partner and COO, Lex Sokolin, named by Investment Advisor magazine to their 14th annual list of the most influential people in and around the financial services industry.
Vanare helps advisors aggregate client data, such as trends in clients’ financial history that allows them to make informed decisions when offering advice.
Vanare founder and CEO Rich Cancro said he thinks Pershing’s “intelligent open architecture” approach to advisor technology is ideal for both advisors and their clients - giving financial advisors freedom to pick a tool that works best for their firm while also keeping everything tightly integrated.