Oranj, Docupace Upgrades Digital Offerings: Tech Roundup

On Monday, UNAPEN announced it completed its integration with Laser App. UNAPEN provides advisors who serve high-net-worth clients with CRM and other business solution.

UNAPEN will offer its advisor clients access to Laser App's desktop and cloud solutions, according to a statement.

"Integrating with Laser App was a natural next step for us," David Gemma, CMO and managing director at UNAPEN, said in the statement. "We recently celebrated our 25th year in business. We have reached this point by listening to our clients and valuing their feedback. Laser App was a demand from our clients that we could not ignore and it has received a very positive response from all users."

(Read The 5 'Mega Trends' Remaking Wealth Management as identified by Laser App.)

The College for Financial Planning announced in January that it has launched digital badges that help clients easily validate an advisor's designations. The college partnered with an independent third-party, Acclaim, which hosts the badges. Graduates of the college's programs can set up free profiles on Acclaim

The badges can be shared on social media and websites, and in email and digital documents. Clients, prospects, and potential employers or partners could click on the badge to see more information about the designation, including how long the advisor has held it and when it expires.

"As we move deeper into the digital age the manner in which we evaluate professional credentials is evolving," CFFP President John Sears said in a statement. "We look to social media profiles and web presence to document and verify the legitimacy of the credentials presented by a potential advisor, counselor or agent. The new CFFP digital badges provide an exciting new way for our graduates to share their professional accomplishments with others. It's the perfect complement to more traditional methods such as showcasing credentials on business cards, resumes, and printed materials."

The College for Financial Planning offers badges for Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist; Accredited Asset Management Specialist, Accredited Wealth Management Advisor, Accredited Portfolio Management Advisor and Accredited Domestic Partnership Advisor; Chartered Mutual Fund Counselor; Master Planner Advanced Studies; and the Foundations for Financial Planning program leading to the RP Professional designation. 

— Read When it Comes to Financial Literacy, Fintech Is Dropping the Ball on ThinkAdvisor.