iNation, the creators of NationBuilder, the
Web-based CRM/email portal for financial professionals, recently
announced two strategic alliances designed to enhance the NationBuilder
platform.
Through a partnership with Albridge Solutions, a
Web-based provider of portfolio accounting and performance reporting,
NationBuilder subscribers will be able to access NationBuilder's CRM
data and Albridge's portfolio data through a single secure Web portal.
Initially, clients will be able to view information from both platforms
without having to switch between the programs.
According to iNation President Gary Bennett, further
integration is planned. When the enhancements are implemented advisors
will be able to launch marketing campaigns and analyze results from a
single location, using information from both sources.
Through the deal with Laser App, NationBuilder
subscribers will be able to log on, choose a client and select a form
from the Laser App library. The application will then "pull" client
data directly from the NationBuilder system and use it to populate the
selected form. Once completed, the form can be printed, saved, emailed
or faxed.
Currently, the Laser App library is comprised of
over 8,000 distinct forms. The library contains forms for major broker
dealers, custodians, mutual funds, annuity product and insurance
products.