Advisor Exchange Announces Alliance with Jab Web Solutions
Glenview, IL (January 9, 2009) – Advisor Exchange, developer of the industry’s premier account aggregation solution, TotalView, today announced an alliance with Jab Web Solutions, a leading provider of web development services to financial services firms. The alliance will integrate Advisor Exchange’s dashboard into web sites Jab Web Solutions designs for financial advisors. In addition to providing advisors with access to their clients’ entire financial profile – including assets held at competing brokerage firms -- advisors’ clients will be able to view their aggregated account via their advisor’s web site.
“Advisors rely on Jab Web Solutions to create an online image that leaves a positive impression. By providing clients with access to Advisor Exchange’s TotalView solution, which aggregates all their investment, brokerage, and bank account accounts in one central location, the web sites also become powerful communication and analytical hubs,” said Advisor Exchange Director of Business Development John Luciano.
Said Jay Bellew, President of Jab Web Solutions, “The advisors we work with are interested in distinguishing themselves from the competition. Providing clients with access to aggregated financial data is a value-add that really does the trick. Further, the integration with Advisor Exchange makes our advisors a one-stop resource for their clients and provides them with something positive, forward-looking to discuss in what continues to be a difficult market.”
About Advisor Exchange
Headquartered in Glenview, Illinois, Advisor Exchange provides a dynamic account aggregation technology designed to provide independent financial advisors with a comprehensive view of their clients’ total portfolio, including assets that are held-away. In addition, Advisor Exchange’s technology can “push” aggregated client data into virtually any third-party application that an advisor uses to run their business. Eliminating the time spent manually collecting and entering financial account information, Advisor Exchange gives advisors and their staff more time to cultivate client relationship and improve investment decisions.
About Jab Web Solutions
Located in Beverly Massachusetts, Jab Web Solutions is an interactive web agency serving investment advisors, financial planners, broker-dealers and other financial institutions. The development team of web/graphic designers, writers, web programmers, and web marketing professionals offer clients a unique combination of broad expertise designing custom web sites and extensive, hands-on knowledge of the financial industry. In addition to custom web work, Jab Web Solutions provides marketing communications support and training tools to a range of financial firms.