Bolton Global Capital
Year founded: 1985
Technology
| Social Media & Mobile | |||
| Allows advisers to use social media | Y | ||
| Social media sites allowed | |||
| Dedicated mobile application for advisers? | N | ||
| Primary purpose of mobile application | — | ||
| Software Offered | |||
| Account aggregation software | Advent Custodial Data (Advent Software Inc.) Albridge Wealth Reporting (Albridge, an affiliate of Pershing) AllData Advisor (Morningstar) ByAllAccounts Inc. eMoney 360 (eMoney Advisor) |
||
| Compliance software | — | ||
| CRM | Redtail CRM (Redtail Technology) | ||
| Document management | — | ||
| Financial planning | eMoney360 (eMoney Advisor) MoneyGuidePro (PIEtech Inc.) Morningstar Advisor Workstation (Morningstar Inc.) |
||
| Portfolio management | Advent Portfolio Exchange (Advent Software Inc.) Morningstar Office (Morningstar Inc.) |
||
| Portfolio rebalancing | FolioDynamix | ||
| Robo-advice | |||
| Offers robo-advisory platform? | N | ||
| If not, when plans to offer a robo-platform | 6-12 months | ||
| Robo-advice services offered | — | ||
| How robo-platform developed | — | ||
| Charge for robo-advisory services? | Y | ||
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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