Advisor Group Unveils Enhanced Tech, Including Express Onboarding

From ThinkAdvisor:

At its annual ConnectED conference in Las Vegas on Monday, Advisor Group launched several enhanced technology platforms including Express Onboarding, a newly designed Advisor Business Hub portal, and an upgraded customer relationship management platform for its 10,100 or so financial professionals who the company said now oversee over $475 billion in client assets.

Also being rolled out is Vidyard for Advisor Group, a platform that it said enables advisors to quickly record individual marketing and client communication videos through a desktop application.

All these tech platforms are being tested by a “significant” number of the company’s advisors, and they “will be, in some form or another, rolled out between now and by the end of the second quarter of 2022,” Greg Cornick, Advisor Group president of advice and wealth management, told ThinkAdvisor.