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Firms bolster efforts to combat identity theft
As identity theft continues to wreak havoc on the American public, including those in the financial services industry, firms are rushing to patch up holes in their online defenses with the newest software and processes.
Latest version of eMoney 360 adds five modules
The software vendor eMoney Advisor Inc. added five new modules to the latest version of eMoney 360, its suite of online financial planning tools.
Financial sites give clients access to data
The Motley Fool and Mint.com have announced a partnership in which they will link to each other’s websites.
Post-retirement tools still seen as weak
While most financial advisers rely on financial planning software to steer clients through retirement, many are realizing that charting a retirement path is as much art as science.
Website redesigns for advisers
Financial advisory firms that are mulling the idea of revamping their company websites can learn some useful lessons from others.
Wolters Kluwer, FundQuest & DTCC
A new search service is available for comparative and cross-archive regulatory research.
Version 8.1 of Portfolio Director available
Portfolio Director Inc. has announced completion of version 8.1 of its eponymous investment management software product.
Grendel may be the shape of tools to come
The acronym RIA refers, of course, to registered investment advisers.
Retirement Income: Retirement software evolution
Advisers are generally satisfied with the dozen-plus retirement-planning software applications and calculators available to them.
RBC rolls out new name, technology
RBC Dain Rauscher last week rolled out a new name and a new technology platform.
Top re-balancing-software vendors duke it out for new customers
Competition is heating up in the normally sedate world of portfolio-re-balancing software.
eMoney updates 360Pro suite
The firm's version 5.2 of its eMoney Advisor 360Pro suite of online financial planning tools will launch this month.
Integrated software still an impossible dream
Problems come and problems go, but linking adviser tools so that data entered once can populate several software programs — that's a problem that seems eternal.
Schwab tech exec surveys field
Dan Skiles, vice president of Technology for Schwab Institutional, discussed the many issues his team has confronted.
Top re-balancing software vendors duke it out for new customers
Competition is heating up in the normally sedate world of portfolio re-balancing software.
Citadel, Bloomberg create trading platform
Citadel Solutions starting Operational Alpha, the first fully integrated hedge fund trading platform for users of Bloomberg’s AIM institutional order management system.
Survey: Risk technology below par
Many executives said their risk assessment systems had no common control library or were not sure if one existed.
Citi gets a Legg up in SMA account trading
Citi Global Wealth Management will acquire the managed account trading and technology platform of Legg Mason Private Portfolio Group.
Nasdaq unveils Market Replay
The tool can replay the market in simulated real-time at an accelerated or decelerated speed, according to the exchange.
