News


Keep up with the latest from our company.

Advice a Growth Driver for Discount Brokers

Advice a Growth Driver for Discount Brokers

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 Integrates with TD Ameritrade’s iRebal® to Create a Seamless Client-Onboarding and Investment Management Experience for RIAs

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. 

Vanare Adds Two Integrations

Vanare Adds Two Integrations

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.

Alleviating financial advisers' pain with account openings

Alleviating financial advisers' pain with account openings

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, Redtail Streamline Account Opening For Financial Advisors and their Clients

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.

Vanare Teams With Redtail to Streamline Account Opening Process

Vanare Teams With Redtail to Streamline Account Opening Process

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 to Offer Clients Vanare’s Robo

Apex Clearing to Offer Clients Vanare’s Robo

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 to Offer Vanare's Digital Advice Platform

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.

Vanare's Lex Sokolin switching focus to fintech research

Vanare's Lex Sokolin switching focus to fintech research

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 Taps Tech Industry Veteran As Head Of Product

 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. 

Vanare's Lex Sokolin to join London-based research firm

Vanare's Lex Sokolin to join London-based research firm

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.

Lex Sokolin: FinTech Futurist – The 2016 IA 25

Lex Sokolin: FinTech Futurist – The 2016 IA 25

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. 

Pershing Adds Three More Robos to Technology Platform

Pershing Adds Three More Robos to Technology Platform

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.