Results for "software"

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Schwab offers more details about Intelligent Integration, other tech projects

October 27, 2010

The Charles Schwab Corp. made several technology announcements this morning at its annual Impact conference in Boston. Among them: availability of Version 5.0 of Schwab's PortfolioCenter software and a major integration with third-party provider...

Fidelity to integrate WealthCentral with BlueSky portfolio management

September 23, 2010

Fidelity Investments today announced the latest addition to its WealthCentral platform for financial advisers: Black Diamond Performance Reporting. Black Diamond will be integrating its BlueSky portfolio management and reporting system with...

FPA releases detailed study of CRM software

February 3, 2010

The Financial Planning Association is expected today to unveil a major research study on customer relationship management. ActiFi Inc., a financial services technology consulting firm, partnered with FPA in completing the 85 page comparative...

Hamilton Software offers early retirement planner

December 1, 2009

Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning specifically for the goal of early retirement....

Self-service account aggregation from CashEdge; Financial application for the Droid

November 6, 2009

Self-service account aggregation launched by CashEdge CashEdge Inc. is now making its AllData Advisor account aggregation service available to financial advisers via a self-service online subscription. Tom Roberts, senior vice president and...

Virtual adviser to the mass affluent gets a little more sophisticated

September 29, 2009

Back in May, we introduced you to Sophie, SimpliFi's free virtual financial planner. Well, Sophie's grown up since then. As of today, she's gotten a lot more sophisticated, at least for the customers of financial institutions such as credit...

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