Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston.
As market volatility persists, the Financial Planning Association has created a research program that is aimed to help advisers choose the best technology.
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.
Automated Compliance Solutions has unveiled compliance software for brokers, and AdviceAmerica Inc. has released a client relationship management solution.
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.
RolloverSystems has made WealthConnect, an education and financial planning tool, available to clients.
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.
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.
The Depository Trust & Clearing Corp. is expanding the data its DTCC Deriv/SERV unit generates about credit default swaps.
Charles Schwab has enhanced its StreetSmart Pro trading software and CheckFree Advantage Fee offers a local language feature.
For many advisory practices, the technology focus will be making do with smaller budgets — and doing more with existing technology.
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.
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.
Cabinet NG Inc. a provider of management systems has introduced a hosted product called CNG-ONLINE.
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.
A new version of the most comprehensive planning software available from Money Tree Software Ltd. was rolled out with new features this week.
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.
