Technology solutions provider eMoney Advisor announced enhancements to its eMoney Client Portal to improve interactions between advisors and their clients . First , its Decision Center will evolve into a planning hub advisors can use to access multiple tools and reports in one place , thus saving them time .

The firm also enhanced the Progress Report in the Decision Center so advisors can easily demonstrate their effectiveness . It will show the decisions and progress of a portfolio over time and demonstrate the impact of those actions and the role the advisor played in making those decisions .

In addition , eMoney unveiled a feature that produces specified recommendations about a client by analyzing the available information on them . Advisors can click on each recommendation and with one click decide to include it in the plan .

Finally , the firm improved the My Advisor section of the portal so advisors can highlight their brand and materials .

ARQA AI Platform Uses Artificial Intelligence To Collect Client Data

ARQA , an artificial intelligence platform designed to collect portfolio information for wealthy clients , has launched its ARQA AI Platform , which includes two AI software solutions , ARQA AI Chat and KorScript .

AI Chat allows users to glean data from multiple wealth management platforms by asking the artificial intelligence questions . “ The current technology stack for many wealth management firms are comprised of more than one platform ; therefore , financial professionals know the data they want but can ’ t as easily access it ,” said Haik Sahakyan , co-founder and CEO of ARQA , in a statement .

KorScript allows users to take information such as financial data from statements .

“ Gone are the days of back-office teams spending countless hours on data entry ,” said Pete DiLorenzo , co-founder of ARQA , in a press release . “ With KorScript , our customers now have the power to transform their data in real time without sacrificing their most expensive resource — human capital .”

For additional information , visit arqa . ai .

Apex Advisor Solutions Unveils Apex Astra

Apex Advisor Solutions , a wholly owned subsidiary of Apex Fintech Solutions , unveiled a new user interface , Apex Astra , at this year ’ s T3 Technology Conference in January . The interface is designed to make it easier for advisors to open accounts and retrieve data . Apex ’ s APIs allow it to work with platforms by Orion and AdvisorArch , and Apex Astra can use its integrations for rebalancing with fractional trading , to bring clients on board digitally with automated account opening and for artificial intelligence applications .

Advisors can filter data with the Apex Astra dashboard , as well as create reports and build holistic views of client accounts . “ For [ required minimum distributions ] and other withdrawals , Apex Astra will enable users to auto-calculate tax withholdings by state and free up funds and initiate trading with a tap , all on the same screen ,” the company said .

Myriad Advisor Solutions Unveils Cybersecurity , Succession Tools

Myriad Advisor Solutions , a business advisory firm , has released a cybersecurity solution called MASDefense , an endpoint detection and response technology , computer forensics and pen-testing service . According to Myriad , the solution offers “ advanced threat detection ” to “ harness cutting-edge algorithms and machine learning for the swift neutralization of sophisticated cyber threats .” The solution offers a firm real-time monitoring and alerts in case of security breaches . The service also “ includes robust computer forensics capabilities , empowering each organization to investigate and analyze cyber incidents thoroughly . Clients can retrieve digital evidence , understand the scope of an attack , and enhance their incident response with forensic insights .”

Myriad says the solution can be customized for a firm ’ s security policies and says the interface is user friendly . The firm ’ s pen test evaluates an advisory firm ’ s vulnerabilities to cyberattack in order to strengthen defenses . Myriad has also announced another initiative : its Myriad Ascend Plan , a platform for helping advisors with their business succession plans . The firm says it takes a comprehensive approach to exit planning , including a component that puts advisors in touch with specialists to talk valuation and a financial optimization component that allows the advisor to think of things like the tax ramifications of a sale .

ProShares Rounds Out Crypto ETF Lineup

Bethesda , Md . -based ProShares introduced its sixth cryptocurrency-linked ETF to fill out its suite of similarly styled products .

The ProShares Short Ether Strategy ETF ( SETH ) is the first-ever short Ethereum-linked ETF . It provides investors with the chance to profit from the declines in the price of ether and will deliver the inverse of the daily performance of the S & P CME Ether Futures Index .

The fund joins the ProShares Bitcoin Strategy ETF ( BITO ), the ProShares Short Bitcoin Strategy ETF ( BITI ), the ProShares Ether Strategy ETF ( EETH ), the ProShares Bitcoin & Ether Equal Weight Strategy ETF ( BETE ), and the ProShares Bitcoin & Ether Market Cap Weight Strategy ETF ( BETH ).

The new ETF has a 95-basis-point management fee .

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