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IoT User Interface Authors: Elizabeth White, Liz McMillan, Doron Kolton, Kevin Benedict, Pat Romanski

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Market76 Unveils Next Generation of Advisor Platform

Market76, a data and technology provider for the consumer finances industry, introduces the latest version of its advisor CRM platform. A major player in the data management and advisor technology space, Market76 is releasing the new version to meet the evolving needs of advisors, specifically in mobility, data analytics and optimization, and collaboration.

“The focus of the new version revolves around enhancing stability, collaboration and work flow across all the major functions,” says Ethan Eden, founder and CEO of Market76. “As a former advisor I understand data analytics and optimization is of the utmost importance. The better an advisor can understand and interpret their data, the greater the likelihood they can produce key outcomes for the client and effectively manage their practice.”

The new version enhances the mobile and collaborative applications to meet the increasing need for real-time accessibility to client information, including on tablets and smart phones. The growing variation in team dynamics at advisory firms and among their partners also resulted in an extensive overhaul to collaborative sharing options.

Finally, all the technical updates were accompanied by a general enhancement to user experience, making the application easier to use on any device.

The primary highlights to the latest version of Market76 are as follows:

  • Boosting accessibility: Updates to existing mobile applications extend accessibility to tablets, phones and other mobile devices, allowing advisors to access client information from anywhere.
  • Promoting collaboration: Improvements to group collaboration tools to increase engagement and easier cooperation within advisory firms.
  • Robust analytics: Expanded data analysis offerings within the platform to yield quality information and actionable reports.
  • Customized reports: Advancements to the reporting function, allowing further customization and faster, more detailed client and portfolio performance reports.
  • Intuitive interface: A user interface designed by an advisor for an advisor. Updates to our design and features promote productivity and a streamlined approach to advisors’ daily workflow.

Over the past year, Market76 has licensed its platform to 3,000 advisors who manage more than $80 billion in assets. Market76 continues to collaborate with its users and partners in the industry to better understand their needs and to build a stronger platform that consistently allows advisors to enhance efficiency and productivity.

About Market76

Market76 is a data and technology provider for the consumer finances industry, founded by former advisor Ethan Eden. The platform features a streamlined approach to satisfy advisors technological and data aggregating needs including customer relationship management (CRM), portfolio accounting and performance reporting. For more information, visit www.Market76.com.

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