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Financial Advisor
October 2006
Andrew Gluck |
The Best Software You Might Never Own Smaller advisory offices face tough choices about what they will pay for their portfolio management programs.   |
Financial Advisor
February 2, 2009
Andrew Gluck |
Breaking Gridlock? A new portfolio management software, FinFolio, threatens to finally end the PMS gridlock, the competitive stalemate among existing software vendors. |
Investment Advisor
September 2005
Andrew Gluck |
The Gluck Report, Part I: Second Act A Techfi pioneer returns with new portfolio management software: although Rob Major has some work to do over the next year or two to make AssetBook a viable competitor, there's a good chance he can overcome the hurdles. |
Financial Advisor
June 2006
Andrew Gluck |
Portfolio Software Newcomers A look at three companies offering portfolio management software for your financial advisory firms: Cornerstone Revolutions... AssetBook From Major Technology Resources... PortfolioMinder... |
Financial Advisor
December 2006
Andrew Gluck |
PMS Gridlock Portfolio management software is the heart of an advisory practice -- so why are there so few options? (Hint: look in the mirror.) |
Financial Advisor
April 2007
Andrew Gluck |
Silver Bullets And Web Services Web services have been around six years, but they are just starting to offer what advisors need. |
Financial Advisor
December 2009
Andrew Gluck |
Apps Off The Beaten Path Portfolio management software isn't as scary as it used to be, and challengers to the established leaders offer some interesting options for advisors. |
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 Planning
July 1, 2005
Tom Philpott |
Move Over, Advent Think killing off Techfi spelled the end of competition in the adviser-software market? Think again. |
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. |
Investment Advisor
August 2005
Andrew Gluck |
The Gluck Report, Part II: Planning Software Test Drives For financial advisors, plans are now easier to create thanks to a few new software products and over the next couple of years, a number of "instant plan" software packages are likely to be rolled out by broker/dealers and embraced by reps because they're not just simple but also help sell products. |
Financial Planning
June 1, 2005 |
News Digest Raymond James Takes Hit on Fee Accounts... The FPA Fights On... Edelman Financial Bought... Fee Wars Heat Up... Advent Ditches Techfi... Few Funds Charge Contingent Fees... New Protection for IRAs... etc. |
