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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.   |
Financial Advisor
November 2004
Joel P. Bruckenstein |
Opposite Ends Of The Spectrum Portfolio management software for the high-end and low-cost buyer. Portfolio Director... Orion Advisor Services... |
Financial Advisor
April 2006
Joel Bruckenstein |
A Gem For Advisors Black Diamond's highly customizable, Web-based performance reporting solution dazzles financial planners at a recent industry conference. |
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
November 2011
Joel P. Bruckenstein |
Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services. |
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
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 Planning
November 1, 2012
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Futuristic Roadshow: Technology Trends For Financial Advisors Several recent trade conferences show that advisory firms are seeking more from their technology vendors. |
Investment Advisor
January 1, 2011
Bob Clark |
Better Advising Through Technology Orion Advisor Services reveals the future of practice management information. |
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
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
November 2012
Joel P. Bruckenstein |
Rebooting Advent The technology company is re-establishing its reputation as an innovator and improving its image with RIAs. |
Financial Advisor
August 2012 |
Advisor Emporium Orion Connect App On Salesforce.com... ProShares Launches Inverse Euro ETF... Vanguard Closes High-Yield Corporate Fund... |
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. |
Registered Rep.
May 27, 2015
Diana Britton |
The Clarke Clan Todd and Eric Clarke lead NorthStar Financial Services, a firm co-founded by their father W. Patrick Clarke and grown over the years into a major player in the independent advisory space. |
Financial Advisor
April 2009
Joel P. Bruckenstein |
An Integration Contender AdvisorConnect integrated software for advisors looks to be a reasonable alternative to Fidelity's WealthCentral. |
InternetNews
March 22, 2011 |
Eclipse Orion Continues to Mature Open source effort to build a browser based development tool gets an online home at OrionHub. |
