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Friday, November 20, 2009
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Technology
In a move likely to be replicated by most exchanges, the Nasdaq OMX Group Inc. announced this week that it will begin providing real-time latency measurement to its customers.
Advent Software Inc. this week introduced an index data service that allows advisers to download index performance data from Standard & Poor's and Russell Investments directly into Advent Portfolio Exchange, its integrated portfolio and client relationship management system.
Lord Abbett & Co. LLC has created a new website to provide financial advisers with direct acces to a range of information about the money management company’s funds, as welll as broader financial information.
Cabinet NG, a document management and workflow software maker, this week launched two new tools the company says are intended to expedite searches and better access documents in its filing system CNG-Safe (an acronym for Safe Access Filing Environment)
With modifications to the systems at the Depository Trust and Clearing Corp., reporting of cost basis information is likely to become less of an issue with financial advisers — assuaging concerns that new requirements could make reporting more costly and cumbersome.
INTechBits
Wolters Kluwer rolls out compliance network
Advisers, independent broker-dealers, and others that need to keep up with compliance and regulatory changes daily — or that need to research cross-industry or multinational issues — can enlist a new online tool from Wolters Kluwer Financial Services.
With new modifications to the systems at the Depository Trust and Clearing Corp., reporting of cost basis information appears as if it could become less of an issue with advisers — assuaging some concerns from advisers that new requirements could make reporting more costly and cumbersome.
Adviser TechTips
E-mail archiving and backup: Symantec updates versions of its Vault and Backup products
Despite the tougher outlook for regulatory audits in the coming months, many advisory firms that host their own e-mail systems still lack an e-mail archiving and backup system (44% of advisers who responded to an InvestmentNews technology survey last year said they had no such system).
Advisers on the integrated-wealth-management platform at Envestnet Inc. — which services more than 650,000 investor accounts — now have access to a new set of retirement income tools called PlanHorizon.
The first thing adviser Karin Lopez-Gerber does upon arriving at her office is examine her client downloads from the night before.
A significant update to the popular financial planning program MoneyGuidePro was rolled out last week.
Cheshire Software Inc. has released an updated version of its Cheshire Wealth Manager planning program, which helps advisers develop both lifetime plans and simpler, goal-based plans for clients.
Focus Financial Partners LLC, which calls itself the largest partnership of wealth management firms in the world, is securing a new capital infusion to help it service outstanding bank debt and continue its business of acquiring stakes in large registered-investment-advisory firms.
Cheshire Software Inc. has released an updated version of its Cheshire Wealth Manager planning program, which helps advisers develop both lifetime plans and simpler, goal-based plans for clients.
A significant update to the popular financial planning program MoneyGuidePro was rolled out over the weekend.
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