Financial Computer Support Inc. makes the dbCAMS portfolio management software used by thousands of advisers.
Professional-grade financial services applications may soon be coming to the iPhone.
Dictation software frees advisers from the mouse. The MMI and Peridrome predict savings to the managed accounts industry.
Some financial advisers are finding that outsourcing most of their day-to-day tasks, including many administrative duties, saves time and is cost-effective.
There’s some movement in the data consolidation and reconciliation industry that advisers should keep an eye on.
Financial advisers typically spend months working with a business consultant to develop a plan for expanding their firms, and face a bill of at least several thousand dollars.
In a move to attract a broader client base, Tamarac Inc. last week launched an updated version of its Advisor software that will cost small advisory firms about half of what they would pay for the current edition.
Here's where to refer clients and non-clients asking, “How big a hit will I take if I cash out my 401(k)?”
When it comes to implementing new technologies, a number of financial advisers are discouraged by poor results and inadequate returns on their investments, according to a study that will be released today by the Denver-based Financial Planning Association.
In a recent survey, 321 advisers were asked to identify their three biggest areas of difficulty out of 10 system areas.
In the wake of a security breach that affected more than 10,000 clients, LPL Financial has taken several steps to increase data protection.
When it comes to helping clients, adviser Daniel Grossman of Acorn Financial LLC in Nashua, N.H., has his feet planted firmly on the ground.
Despite a slowing economy and some potential future funding obstacles, the space industry has nowhere to go but up, participants at a recent space industry conference said.
Find out how much your employees are using various free tools available through schwabinstitutional.com.
The nation's stock exchanges and a major trading platform have entered into new arrangements with Google and Yahoo to provide last-sale trade data at no cost to online users.
A Morningstar platform for advisers will offer a portfolio analysis feature, and E*Assist is offering form generation.
Schwab Performance Technologies of Raleigh, N.C., which acquired Etelligent Consulting Inc. in February, said last week that a revamped version of the Etelligent product is now available on Schwab's PortfolioServices platform.
Salesforce.com Inc is going after the independent adviser market with Salesforce for Wealth Management, a customized, adviser-focused version of its popular customer relationship management application.
Your Silver Bullet is creating a single standard on which members can base future software projects.
