Robo-adviser, risk assessment and compliance meet on one dashboard.
Those who embrace change and use online tools engage more with clients.
Advisers should consider posting to the popular web site.
The real-time video platform gives clients another way to get acquainted.
IBDs haven't considered digital advice services as important enough to offer their advisers but that may change next year, with at least a couple ramping up to offer a robo in 2016.
Firm hopes to roll out full version to advisers before next annual conference in July.
Hellman & Friedman will take majority stake in financial planning firm; founder and CEO Ric Edelman remains largest individual shareholder.
The two powerhouses of financial planning software providers, MoneyGuidePro and eMoney, announced they are integrating with one another after pulling similar plans earlier this year.
Growth likely reflects existing clients shifting to automatic platform.
As the robo market heats up, Personal Capital cuts minimum account requirements in a move to attract younger clients.
