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Financial Advisor
February 2008
Andrew Gluck |
Unfinished Business Now that his noncompete agreement has expired, Matt Abar, a 36-year-old computer geek who earned a fortune five years ago by selling his tiny portfolio management software (PMS) company to Advent Software, is back in business.   |
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
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
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
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
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... |
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. |
Investment Advisor
October 2005
Andrew Gluck |
The Gluck Report, Part I: Enter the Giant Intuit has developed a portfolio management system for advisors. Moving into the advisor channel is but the latest in a string of efforts to target niches in small business verticals. |
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. |
Investment Advisor
December 2005
Andrew Gluck |
The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse. |
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
November 2005
Eric Clarke |
Posing the Proper PMS Questions Portfolio management systems are a critical business operations component. But how do you know if your current system is the best fit for your financial advisory practice? You'd better ask these questions. |
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. |
