|[January 10, 2013]
Market76 Unveils Next Generation of Advisor Platform
NEW HAVEN, Conn. --(Business Wire)--
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
"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, inclding 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
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
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.
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,
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