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Most popular adviser software by category

October 27, 2017

Here are the top software choices that advisory firms are buying when it comes to account aggregation, compliance, CRMs, financial planning, portfolio management, rebalancing and risk management. Source: InvestmentNews 2017 Adviser Technology Study.

7 ways for advisers to help shield clients from Equifax data hack

September 12, 2017

The Equifax security breach, made public last week, leaves 143 million consumers vulnerable to identify theft and credit fraud. But there are some ways advisers can help protect clients from the current and future threats.

The trials of converting to new financial planning software

October 2, 2017

Probably the only thing evolving quicker than the financial planning industry is the technology that supports it. It's nearly impossible to peruse an industry publication without reading about a new fintech merger or an update on the fiercely...

Conquering the e-mail beast

November 4, 2013

I get so many e-mails, and I bet everyone reading this blog does too. Over time, the volume of e-mails has increased, so I had to develop ways of dealing with them. My methods are not high-tech and they might not be “best practices” but...

Spend more to make more

October 7, 2013

Investment advisers are always thinking of new and different ways to save money. They counsel their clients and apply the same principles to their businesses. After all, if expenses can be cut, profit increases, right? At the most basic level,...

Build versus buy, that is the technology question

October 4, 2013

Microsoft Excel, Google Docs and others can be great tools for your business. Most readers probably have developed a great dependence on Excel. Its flexibility makes it indispensable for jobs that involve numbers — from formulas and pivot...

Long live Your Silver Bullet

October 2, 2013

Although there be no 'In memoriam' before the keynote at this year's T3 Conference, this summer marked the quiet passing of the Silver Bullet. Your Silver Bullet was an effort by software providers to play well together and make it easy for...

Portfolio management software tiptoes toward the cloud

September 30, 2013

On this week's broadcast, one of the top portfolio management software providers tip-toes its way into the cloud, creating investment policy statements just got a whole lot easier, how a new app can create a real-time dossier about your clients,...

Stumbling upon a virtual meeting app that rocks

September 20, 2013

Technology isn't always expensive or hard to implement. Sometimes we stumble across a neat tool that can make a huge difference to the workday and make life easier for our clients. For instance, how many times have you been on the phone with...

Popular planning software aims to streamline financial plan creation

September 9, 2013

On this week's broadcast, a peek at Junxure's new cloud CRM for advisers, a custom built workflow system is coming to MoneyGuide Pro, why it's time you should stop asking clients for referrals, and more. Tech Review: Junxure Cloud Reaches for...

Junxure Cloud is really coming; availability and pricing firmed up

June 11, 2013

Good things take time. That goes for the crafting of software and applications, too. Junxure Cloud is no exception. I first began to tell readers about the application's impending arrival (originally to be called Junxure Essentials) this time...

Another portal for all that client info now available

June 6, 2013

There's a new client portal provider in town. Omyen Corp. has rolled out what it is calling the Client Information Center. I first wrote about Omyen and its health care cost estimation calculator two years ago. That was followed by a suite of...

J.P. Morgan Asset Management is latest to start trading paper for electrons

May 28, 2013

Trading in paper for electrons. That's what JP Morgan Asset Management has done with its Guide to the Markets quarterly report. Specifically, the firm has migrated and morphed the popular 7-inch by 5 1/2–inch spiral-bound quarterly report...

Pershing to introduce second generation of its mobile platform

April 26, 2013

I made my way to nearby Jersey City, N.J., yesterday to visit with the folks at Pershing LLC. After a few minutes' ride on the PATH train from New York beneath the Hudson River, there I was, sitting in a big conference room with many of the...

Pershing integrates with Redtail Technology

April 18, 2013

Pershing and Redtail have gone and gotten all cozy. That's right, custodian Pershing LLC today announced its integration with the extremely popular customer relationship management application from Redtail Technologies. Pershing has integrated...

A chat with the founders of Quantopian

February 6, 2013

I enjoyed my interview with the founders of Quantopian so much that I thought I would just share it here on my blog. Here it is in its entirety or rather as close to verbatim as my short hand will allow me to flesh out. Enjoy. Meet John 'Fawce'...

TD 2013 Live! TD No.1 at supporting third-party tech vendors

January 31, 2013

TD Ameritrade Inc. is, for a second year in a row, helping support innovation among third-party technology providers at its national conference. Veo Open Access partners, several of whom I've written about over the past two years, have micro-booths...

Fascinating algorithms: Quantopian brings black-box trading to the masses

January 23, 2013

Those on The Street should be quaking in their Birkenstocks. Today, Quantopian was launched. It is the first browser-based algorithmic trading platform for…anyone really. Anyone with the math chops and knowledge of finance to take advantage...

Another promising one-off integration, Total Rebalance Expert meets Orion Advisor Services

October 12, 2012

Automated portfolio rebalancing provider Total Rebalance Expert and Orion Advisor Services LLC announced Tuesday the availability of a data integration between them. As was highlighted in the prepared statement from the companies, advisers use...

Raymond James rolls out fully integrated version of MoneyGuidePro

August 17, 2012

Raymond James is going to continue scoring big points with their advisers, both internal and independent with availability of its Goal Planning & Monitoring software powered by MoneyGuidePro from PIEtech, Inc. GPM is being formally announced...

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