OMAHA, Neb., Dec. 6, 2016 /PRNewswire/ — CLS Investments, LLC (“CLS”), a third-party money manager and a leading manager of exchange traded fund (“ETF”) portfolios, announced its latest feature enhancements to CLS Autopilot, an automated asset management tool for advisors that is designed to enhance the client experience. CLS Autopilot allows advisors to digitally open accounts, and provides direct access to Orion Connect, integrating data on one simple dashboard for the advisor.
“The financial industry’s quick pivoting around the DOL regulatory changes coupled with technology changes has taught all of us that the core of our industry is as prone to volatility as the stock market,” said CLS Investments CEO Ryan Beach. “The enhancements to CLS’s Autopilot program provides advisors and their clients with a technology solution and central hub to seamlessly assist with industry changes, whatever they are, whenever they may come.”