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Financial Advisor September 2006 Joel Bruckenstein	Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc.
Financial Advisor July 2010 Joel P. Bruckenstein	Best Of Both Worlds? From simple needs-assessment tools to the comprehensive and detail-oriented NaviPlan Extended software package, EISI's financial planning products cover the gamut of advisors' needs.
Financial Advisor March 2004 David J. Drucker	Morningstar's Workstation Gets More Power The new version will take a dramatic step by offering CRM capabilities.
Financial Advisor May 2006 David L. Lawrence	Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach.
Financial Advisor December 2007 Joel P. Bruckenstein	Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin.
Financial Advisor November 2003 Joel Bruckenstein	New And Improved Software providers enhance existing products for financial advisors and add new ones.
Financial Advisor August 2010 Joel P. Bruckenstein	Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office."
Financial Planning January 1, 2007 Joel Bruckenstein	CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving.
Financial Advisor April 2010 Joel P. Bruckenstein	Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform.
Financial Advisor September 2005 Joel Bruckenstein	Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc.
Financial Advisor February 2009 Joel P. Bruckenstein	The Case For Integration Fidelity thinks Registered Independent Advisors will benefit from integrated platforms like its new WealthCentral.
Financial Planning December 1, 2008 Joel P. Bruckenstein	Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey.
Financial Planning December 1, 2007 Joel P. Bruckenstein	2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency.
Investment Advisor January 2006 Andrew Gluck	The Gluck Report: Financial Planning's Future Financial planning software is better than ever. Here's a look at what the big four are up to: Financeware... Profiles+Professional... MoneyGuidePro... NaviPlan Extended...
Financial Advisor July 2007 Joel Bruckenstein	Much-Needed Makeover One of the most widely deployed financial planning programs on the market, Profiles Professional Version 8.0, gets a new look.
Investment Advisor April 2006 Andrew Gluck	Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient.
Financial Advisor November 2008 Joel Bruckenstein	Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software.
Registered Rep. December 6, 2011 Charles Paikert	Banner Year for Account Aggregation, but Pricing Questions Remain Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service.
Financial Advisor September 2004 Joel P. Bruckenstein	Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year.
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Financial Advisor September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
Financial Advisor August 2006 Joel Bruckenstein	First Look At Advisors Office The developers have laid a solid foundation upon which additional functionality can be layered. If and when this occurs, Advisors Office will be an interesting proposition for an office of perhaps three to ten employees, provided the pricing is well aligned with the functionality being offered.
Financial Planning December 1, 2011 Joel Bruckenstein	Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too.
Financial Advisor November 2007 Andy Gluck	Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc.
Financial Advisor October 2012 Joel P. Bruckenstein	A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper.
Financial Advisor December 2004 David L. Lawrence	CRM: An Efficient Client-Centered Model Defining your relationship with a typical client is the most basic and fundamental aspect of a financial practice. Software programs can make client relationship management easier. Here are a few examples.
Financial Advisor February 2008 Joel Bruckenstein	Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008.
Financial Advisor January 2009 Sherri Scordo	Technology And Your Future The T3 conference's general sessions will cover buying software, educating staff, and creating good work flow processes for your advisory firm.
Financial Advisor December 2007 David Lawrence	Playing Nice Technology has revolutionized the financial services profession. However, in the rush to take advantage of technology, many practitioners have ignored the potential benefits of efficient use of technological systems.
Financial Advisor June 2009 David Lawrence	The Efficiency Game Integrated software greatly reduces redundant efforts at financial advisories and means staff time will be used more efficiently.
Investment Advisor July 2006 Melanie Waddell	Retirement Planning: Keying Into Income Needs Two of the top providers of financial planning software -- Morningstar and EISI -- are heeding advisors' calls for help in crafting retirement distribution strategies.
Financial Planning December 1, 2010 Joel Bruckenstein	Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient.
Financial Planning December 1, 2009 Joel Bruckenstein	2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms.
Financial Advisor September 2010 David Lawrence	The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors.
Financial Planning June 1, 2012 Joel Bruckenstein	Tech Tools: Managing Customer Contact Wealth Advisor CRM is a web-based product that seems aimed at small and midsize firms and carries attractive pricing.
Investment Advisor September 2005 Andrew Gluck	The Gluck Report, Part III: Planning Software Test Drives A review of Oltis Software LLC's Finance Logix Visual Advisor: This is a powerful, graphically rich, sales-oriented program that is easy to use and would satisfy the needs of most financial planners.
Financial Advisor April 2005 Joel P. Bruckenstein	A Good Program Gets Better Junxure-I is now faster and easier to use.
Financial Planning April 1, 2012 Joel Bruckenstein	Tech Tools: Target Engaged One of the themes of February's Technology Tools for Today Conference was a lack of advisor efficiency. Balance Financial's new software for advisors is designed to alleviate this very problem.
Financial Planning September 1, 2007 Joel Bruckenstein	Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit.
Financial Advisor November 2005 Tracey Longo	All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.
Financial Advisor November 2007 Joel Bruckenstein	A Breath Of Fresh Air Financial advisors, the new version of NaviPlan is clean, intuitive and much more responsive.
U.S. Banker October 2002 John Adams	Paint the Big Picture for The Elite--on Screen eMoney Advisor's Wealth Management Solution is a new product allowing both financial advisors and clients to have a single place to view the ongoing status of all their financial relationships.
Registered Rep. September 24, 2015	The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services.
Investment Advisor October 2007 Neal Ringquist	Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth.
Financial Advisor December 2003 Sydney LeBlanc	Unified We Stand The latest sensation in managed accounts offers streamlined service.
Investment Advisor October 2007 Lauren Barack	The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.
Financial Advisor December 2005 Grove & Prince	Raising The Bar On Value-Added Services There is an unequaled opportunity for growth when financial advisors leverage the expertise and resources of financial institutions and partner with their product providers.
Financial Planning December 1, 2005 Joel P. Bruckenstein	The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio...
Financial Advisor February 2006 David L. Lawrence	Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc.
Financial Advisor October 2006 Joel Bruckenstein	A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more.