Fintech

Displaying 4724 results
YOUR PRACTICE FINTECH FEB 25, 2009
Navy Federal partners with FundQuest

Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston.

By Bloomberg
YOUR PRACTICE RIAS FEB 23, 2009
FPA to help advisers choose best technology program

As market volatility persists, the Financial Planning Association has created a research program that is aimed to help advisers choose the best technology.

By Bloomberg
YOUR PRACTICE FINTECH FEB 22, 2009
Technology simplifies retirement-account tax management

Taking the grunt work and the guesswork out of retirement-account tax management could be right around the corner, assuming a new product from LifeYield LLC can live up to the hype building around it.

By Bloomberg
YOUR PRACTICE FINTECH FEB 20, 2009
ACS Compliance Solutions, AdviceAmerica

Automated Compliance Solutions has unveiled compliance software for brokers, and AdviceAmerica Inc. has released a client relationship management solution.

By Bloomberg
YOUR PRACTICE FINTECH FEB 18, 2009
High-tech tool for retirement income withdrawals

By Bloomberg
YOUR PRACTICE FINTECH FEB 15, 2009
Envestnet targets hybrid brokers

The steady migration of independent brokers to a fee-based model has created a large universe of advisers whose revenue is a mix of fees and commissions.

By Bloomberg
YOUR PRACTICE FINTECH FEB 13, 2009
RolloverSystems; SunGard

RolloverSystems has made WealthConnect, an education and financial planning tool, available to clients.

By Bloomberg
YOUR PRACTICE FINTECH FEB 06, 2009
National Securities; Integre Advisors

By Bloomberg
YOUR PRACTICE FINTECH JAN 30, 2009
T. Rowe brings fund tools to the Internet

T. Rowe Price has unveiled a web portal with tools that advisers and other firms can use to evaluate the asset manager’s mutual funds.

By Bloomberg
YOUR PRACTICE FINTECH JAN 23, 2009
Gemini inks deal with ReFlow

Gemini Fund Services will offer ReFlow Management’s redemption service to small and midsize mutual funds. The service will be integrated into Gemini’s transfer agency services, providing clients with direct access to the service.

By Bloomberg
YOUR PRACTICE FINTECH JAN 16, 2009
DTCC to expand data coverage

The Depository Trust & Clearing Corp. is expanding the data its DTCC Deriv/SERV unit generates about credit default swaps.

By Bloomberg
YOUR PRACTICE FINTECH JAN 09, 2009
Schwab updates; CheckFree goes multilingual

Charles Schwab has enhanced its StreetSmart Pro trading software and CheckFree Advantage Fee offers a local language feature.

By Bloomberg
YOUR PRACTICE FINTECH JAN 04, 2009
TRIMMER BUDGETS MEAN FEWER BUCKS FOR TECH

For many advisory practices, the technology focus will be making do with smaller budgets — and doing more with existing technology.

By Bloomberg
YOUR PRACTICE FINTECH DEC 19, 2008
Yahoo launches center for currency investors

New features include rates tables with flat rates and cross rates of most-traded currencies and currency pairs, a global economic calendar that lists major economic events that affect currencies and allows filtering by country.

By Bloomberg
YOUR PRACTICE FINTECH DEC 12, 2008
Technology forum launched for indies

Several third-party technology providers have banded together and this week launched a new forum to help educate and assist newly independent advisers in their selection of software, hardware and other technology components to complete their back offices.

By Bloomberg
YOUR PRACTICE FINTECH DEC 05, 2008
Cabinet NG, Mint.com

Cabinet NG Inc. a provider of management systems has introduced a hosted product called CNG-ONLINE.

By Bloomberg
YOUR PRACTICE FINTECH NOV 30, 2008
DTCC automates managed accounts

A new service from the Depository Trust and Clearing Corp. automates the account setup and maintenance of managed accounts — eliminating an onerous and non-standardized manual process.

By MFXFeeder
YOUR PRACTICE FINTECH NOV 21, 2008
Money Tree, Advent and Mediant

A new version of the most comprehensive planning software available from Money Tree Software Ltd. was rolled out with new features this week.

By Bloomberg
YOUR PRACTICE FINTECH NOV 16, 2008
Performance reporting isn't cutting it for clients

By MFXFeeder
YOUR PRACTICE FINTECH NOV 14, 2008
EMoney Advisor integrates with Redtail CRM

EMoney Advisor produces the eMoney 360 and 360Pro wealth- and goal-planning applications used by financial advisers, while Redtail provides a popular web-based client relationship management application intended for advisers.

By Bloomberg