Davis was Technology Reporter for Investment News from 2007 to 2013, covering software and online services, as well as the latest in computer and mobile hardware technology available for financial advisers. Connect with him on Twitter here: @ddjanowski
Despite budget cuts across the financial industry, Fidelity Institutional Wealth Services, Pershing LLC, Schwab Institutional and TD Ameritrade Institutional are spending money to upgrade technology.
Financial advisers who have found their groove and have a suite of applications that work well together generally couldn’t be happier.
Despite budget cuts across the financial industry, Fidelity Institutional Wealth Services, Pershing LLC, Schwab Institutional and TD Ameritrade Institutional are spending money to upgrade technology.
Fidelity Investments has unveiled a free web-based score card for advisers that many early users have found wanting.
Two new customer relationship management systems could help advisory firms save time and reduce overhead.
WHEN it comes to the thorny issue of integration, software companies serving the adviser market are making progress.
Distribution Solutions, which is being beta tested, is designed to help advisers solve several financial planning conundrums such as comparing lump sum payout tax consequences with rolling the assets into an individual retirement account.
The Money Management Institute’s board of governors this week approved the release and publication of the Account Origination and Maintenance Standards release Version 1.0.
Advisers are frustrated with current software options because they are difficult to integrate, hard to use and more complex than they need to be.
The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor.
