Fintech

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YOUR PRACTICE FINTECH MAY 05, 2008
Backing up is dull to do for advisers

Backing up computer files is a vital but tedious way to protect a financial practice.

YOUR PRACTICE FINTECH MAY 02, 2008
E*Assist compliance automation calculator

Brokerage firms can use the tool to determine the extent to which manual tasks can be automated.

YOUR PRACTICE FINTECH APR 21, 2008
XLR8 takes CRM online

Advisers in the market for customer relationship management tools and aware of the popularity of giant Salesforce.com might be interested in examining XLR8 (pronounced "accelerate").

YOUR PRACTICE FINTECH APR 21, 2008
Resolver solves spreadsheet quagmire

What do you get when you combine an electronic-circuit designer turned accountant with an equity analyst turned fund manager, both of whom like to dabble in programming?

YOUR PRACTICE FINTECH APR 14, 2008
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.

YOUR PRACTICE FINTECH APR 07, 2008
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.

YOUR PRACTICE FINTECH APR 04, 2008
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.

YOUR PRACTICE FINTECH MAR 31, 2008
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.

YOUR PRACTICE FINTECH MAR 31, 2008
Website redesigns for advisers

Financial advisory firms that are mulling the idea of revamping their company websites can learn some useful lessons from others.

YOUR PRACTICE FINTECH MAR 28, 2008
Wolters Kluwer, FundQuest & DTCC

A new search service is available for comparative and cross-archive regulatory research.

YOUR PRACTICE FINTECH MAR 25, 2008
Version 8.1 of Portfolio Director available

Portfolio Director Inc. has announced completion of version 8.1 of its eponymous investment management software product.

YOUR PRACTICE FINTECH MAR 24, 2008

YOUR PRACTICE FINTECH MAR 24, 2008
Grendel may be the shape of tools to come

The acronym RIA refers, of course, to registered investment advisers.

YOUR PRACTICE FINTECH MAR 24, 2008
Retirement Income: Retirement software evolution

Advisers are generally satisfied with the dozen-plus retirement-planning software applications and calculators available to them.

YOUR PRACTICE FINTECH MAR 10, 2008
RBC rolls out new name, technology

RBC Dain Rauscher last week rolled out a new name and a new technology platform.

YOUR PRACTICE FINTECH MAR 10, 2008
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.

YOUR PRACTICE FINTECH MAR 10, 2008
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.

YOUR PRACTICE FINTECH MAR 10, 2008
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.

YOUR PRACTICE FINTECH MAR 04, 2008
Schwab tech exec surveys field

Dan Skiles, vice president of Technology for Schwab Institutional, discussed the many issues his team has confronted.

YOUR PRACTICE FINTECH MAR 03, 2008
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.