Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor November 2005 Joel Bruckenstein	Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive.
Financial Advisor December 2010 Joel P. Bruckenstein	X Marks The Spot Tamarac's Advisor X packs promise.
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.
Financial Advisor March 2006 Joel Bruckenstein	A Different Kind Of Custodian Trust Company of America (TCA) wants be your custodian. Why would an advisory firm seek out TCA, as opposed to one of the more established players? There are a number of reasons, including the TCA pricing model, proprietary tools and unique capabilities.
Financial Advisor March 2011 Joel P. Bruckenstein	The Commonwealth Way This independent broker-dealer has made great strides in integrating technology systems into its advisory platform.
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 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 Advisor June 2012 Joel P. Bruckenstein	Billing Made Easier Arcons Technology's billPort offers many pluses and a few minuses.
Financial Advisor October 2006 Joel Bruckenstein	A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more.
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 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 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 June 2009 Joel P. Bruckenstein	Stepping It Up Broker-dealers are enhancing the technology they offer to advisors.
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.
Financial Planning August 1, 2013 Joel Bruckenstein	Tech Review: Pershing's Next-Generation Platform Pershing's technology platform for advisors gets a far reaching upgrade.
Financial Planning July 1, 2009 Joel P. Bruckenstein	Introducing NetX360 It remains to be seen if Pershing can execute its plan to ensure that clients receive the maximum benefit from their new NetX360 technology. If Pershing succeeds, it could give the company a large technological lead over its competitors.
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 Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Financial Planning February 1, 2013 Joel Bruckenstein	AdvisorWorks Review: Aiming for Integration AdvisorWorks offers advisors an outsourced infrastructure and some smart features. But is it ready for broad use?
Financial Advisor July 2008 Joel Bruckenstein	A First Look A glimpse at Upswing CRM, a Web-based CRM application designed specifically for financial service professionals.
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 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 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 June 2010 Joel P. Bruckenstein	Catching Up The maker of Finance Logix, a financial planning application, has been consistently improving it.
Financial Advisor November 2003 Joel Bruckenstein	New And Improved Software providers enhance existing products for financial advisors and add new ones.
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.
Financial Advisor November 2006 Joel Bruckenstein	A New Vision The latest version of AdvisorVision, a Web-based financial planning platform from AdviceAmerica, is a big step forward.
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.
Financial Advisor March 2011 Joel P. Bruckenstein	All About Clients Although still a work in progress, Figlo is a new financial planning software package that allows advisors to collaborate with clients more easily.
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 September 2009 Andrew Gluck	Trimming The Sails Schwab Institutional and Albridge up the ante and upgrade their platforms to boost advisor efficiency.
Financial Advisor May 2006 David L. Lawrence	Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach.
Financial Advisor January 2005 David L. Lawrence	What's Your Web Site For? Using a `client-centered' Web site as an efficient part of your financial advisory practice.
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 December 2007 Andy Gluck	What The Tech Deals Mean To You Nearly a decade since the first Internet applications for advisors appeared, we are seeing their adoption and acceptance in all corners of the industry. What does it mean now?
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 Advisor August 2005 Joel P. Bruckenstein	Pershing Pushing For RIA Business Pershing LLC is aggressively pursuing opportunities in the registered investment advisor (RIA) market segment, and has renamed its key advisor support group as part this new push, company officials said.
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.
Financial Advisor September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
Financial Advisor January 2012 Joel P. Bruckenstein	Fast, Easy Game GoalgamiPro is a household balance sheet diagnostic tool that is being offered directly to independent advisors for the first time. A similar version has been available to advisor clients of select financial institutions for about a year.
Financial Planning October 1, 2011 James L. Poer	Smooth Operator Many investment advisors are missing the possibility of growing their businesses, increasing client face time and saving on staffing costs. All it takes is a forward shift in how they employ technology.
Financial Advisor July 2004 Joel P. Bruckenstein	A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction.
Financial Planning October 1, 2011 Donna Mitchell	Knowing Their Worth Many advisors are squeamish about taking anything other than a flat percentage fee for assets under management.
Financial Planning March 1, 2010 Donna Mitchell	Open Season NFP Securities says it will become the first independent broker-dealer to offer hybrid advisors a single platform with complete open architecture, empowering advisors to ally with any major custodian they choose.
Registered Rep. July 29, 2013 Diana Britton	No Man Is an Island Independent broker/dealers are dressing up their offerings to attract and retain advisors tempted to start their own RIAs.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
Financial Advisor December 2011 Eric Rasmussen	Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages.
Financial Advisor July 2004 Tracey Longo	Clearing Firms Come Courting With clearing industry players so clearly targeting advisors, competition for advisor business is likely to get even more interesting very soon.
Registered Rep. March 1, 2006 Allen Plummer	The Tech Decision Matrix Independent contractors or registered investment advisor reps have tough decisions in choosing their back-office and tech solutions. Here's what they need to consider.
Financial Advisor November 2007 David J. Drucker	In The Land Of Giants If a smaller custodian comes along that can successfully execute a platform of services advisors can't get from Schwab, Fidelity or TD Ameritrade, it's going to find a place with advisors.