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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.

Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

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...

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.

New Advicent chief Angela Pecoraro aiming for growth

April 11, 2017

Angela Pecoraro took over the top job at Advicent last week, focused on continuing the four-year-old fintech firm's growth in an increasingly competitive field. Recognizing the challenge of pushing Advicent's development forward, Ms. Pecoraro,...

Getting a handle on robo-advisers' returns

February 5, 2017

Not all digital advice platforms are created equal. But which one ultimately serves your clients best will take a bit more time to tease out. A recent analysis by Condor Capital Management attempted to provide an early peek at winners and losers....

When your technology makes work difficult, it's time to look around

January 30, 2014

I've noticed a common root cause underlying complaints raised by many advisers: Old or fringe technology tools. We all hear colleagues share frustrations about how long it takes to run their billing, identify exposure to a certain asset across...

Using technology to build the best portfolio

January 8, 2014

I am one of the many advisers who apply modern portfolio theory in our investment strategy and use carefully crafted portfolio allocation models. For each risk level, a model will be constructed of specific percentages of asset classes based...

Why don't more advisers adopt "no brainer" technologies?

September 25, 2013

Why are many advisers still mailing quarterly reports? With the rise of purpose-built choices for advisers from a thriving technology community that has grown with them and their success, it is baffling to see a lack of adoption of some of the...

New apps help improve adviser efficiency

August 20, 2013

On this week's broadcast, Fidelity shows what Google Glass might do to change wealth management, a startup looks to tame the onslaught of digital statements, controversy over GMail's privacy policy, and more. Fidelity Market Monitor for Glass...

Wedbush Securities latest to choose FolioDynamix's platform

August 9, 2013

Wedbush Securities Inc. will deploy FolioDynamix's full-service wealth management platform for its advisers, the companies announced. “We started looking 16 months ago, considering whether to acquire each piece separately or to find an end-to-end...

Veo logo coming soon to an application near you

July 23, 2013

While many of us, in our consumer lives, anyway, find ourselves pretty logo-saturated, the same cannot be said for the typical adviser's professional life. But advisers, get ready. TD Ameritrade Institutional announced today what I suspect will...

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...

Redtail and goalgamiPro make a data connection

May 24, 2013

It really is a good time, from a technology perspective, to be getting into the financial advice business. There have never been so many tools available to advisers and the pace of integrations between third-party providers continues to chug...

NetDocuments launches an Apps Marketplace

May 16, 2013

Cloud-computing content management provider NetDocuments has had a busy year so far. After two major releases they recently announced availability of a NetDocuments' Apps Marketplace. For those unfamiliar, NetDocuments is a big cloud-based provider...

Attention rocket scientists: Quantopian launches trading pilot program

May 14, 2013

Just a quick post to pass along news from Quantopian, the open algorithmic trading development platform, trading platform and social hub for quants I first wrote about back at launch in January. Today, the firm introduced the notion of paper...

Cloud cover: Hosted version of Schwab's PortfolioCenter now available

May 13, 2013

Schwab Performance Technologies officially announced the availability of PortfolioCenter Hosted last week. Basically this means that an adviser's full iteration of the portfolio management application can be migrated from running on their own...

Android dominating much of the mobile world

May 10, 2013

First-quarter worldwide shipments of smart mobile devices: 308.7 million units. That according to market research firm Canalys' latest estimates. The firm includes notebook computers, tablets and smart phones in that count. Advisers continue...

Comply or die: NRS upgrades 'manual' to the 21st century

April 17, 2013

National Regulatory Services announced availability Tuesday of their new Policy Architect Module. Sounds like one sexy beast does it not? That was just to keep the eyes from glazing over among any fair-weather readers of this blog. So perk up....

Mint.com finally expanding into the banking channel

April 5, 2013

It has taken four years but Intuit is now going to be selling white-labeled versions of Mint.com to the banking channel. I took a good bit of heat from advisers with a blog post I wrote a couple weeks ago on Wealthfront getting another round...

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