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.
No single vendor dominates the market for financial planning software and advisers are divided fairly evenly on whether they prefer self-hosted applications or applications hosted on the web.
Leveraging technology to drive growth, and handling information overload and system integration, were among the concerns advisers discussed at an InvestmentNews technology round table.
NYSE Euronext filed proposed rules meant to allow the institution to become more competitive and efficient.
SunGard Data Systems today released version 3.0 of its WealthStation wealth management platform.
The exchange is attempting to provide its customers with complex event processing capabilities.
Your Silver Bullet is creating a single standard on which members can base future software projects.
Advisers and the vendors serving them agree the Internet — first as a communication tool and later as home to numerous hosted applications — is the single most important technology innovation affecting the industry in the last decade.
Wirehouse brokers have had to respond to many changes in the industry in the past decade.
The mutual fund industry, buffeted by volatile markets, unprecedented scandals and new competition, has had a tough time over the past 10 years.
The custody business has evolved over the last decade.
Competition is stiffening among firms that keep assets under custody — and that situation could lead to cheaper, faster and better business for independent registered investment advisers.
The grandest prediction being made about financial adviser technology is that in the next few years, much of the industry's software will speak the same language.
