Results for "software"

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MoneyGuidePro takes automating financial plans one step forward

September 10, 2013

PIEtech Inc., maker of the goal-focused financial planning software MoneyGuidePro, today announced the launch of Executive Summary, an interactive tool that allows advisers to automate the review of actions related to a client's financial plan....

Popular planning software aims to streamline financial plan creation

September 9, 2013

On this week's broadcast, a peek at Junxure's new cloud CRM for advisers, a custom built workflow system is coming to MoneyGuide Pro, why it's time you should stop asking clients for referrals, and more. Tech Review: Junxure Cloud Reaches for...

TechTalk: IN's new blog for advisers

September 1, 2013

Let's face it, technology plays a huge part in all our lives. We use technology to buy books and music, to find our way home when we're lost and even to keep track of how many calories we've burned during the day. Financial advisers use technology...

When it comes to mobile technology, advisers playing catch-up

August 28, 2013

Advisers are lagging both clients and other financial service providers when it comes to mobile technology. With the amount of time and energy advisers spend cultivating their brands, many, if not most, have neglected the low-hanging fruit of...

The Takeaway: The Ballmer Era at Microsoft c'est fini

August 23, 2013

Portfolio Should Tesla really be the hottest stock on the market? What if I told you they were outselling Cadillac, Chrysler, Porsche, and Mitsubishi in California?  (Slate) Four reasons why even more pain is coming to emerging markets.  (Quartz) ...

Integration of HiddenLevers app with Envestnet completed

August 22, 2013

Envestnet Inc. has completed the integration of the HiddenLevers application into its unified wealth management platform, the firms announced last week. HiddenLevers allows advisers to perform portfolio or security-level stress tests to measure...

Tech firms strike partnership with universities to bolster financial planning

August 21, 2013

To combat the short supply of qualified next-generation advisers, a group of technology firms has formed a partnership called FAStech to give participating universities free access to eight top software technologies used by advisers. The idea...

Black Diamond now fully integrated with Schwab OpenView Gateway

August 20, 2013

Advent Software Inc. yesterday announced the full integration of its Black Diamond portfolio management, reporting and rebalancing platform with Schwab's OpenView Gateway service. The Charles Schwab Corp.'s technological offerings continue to...

New apps help improve adviser efficiency

August 20, 2013

On this week's broadcast, Fidelity shows what Google Glass might do to change wealth management, a startup looks to tame the onslaught of digital statements, controversy over GMail's privacy policy, and more. Fidelity Market Monitor for Glass...

LPL's Casady on tech, a bank and regulators

August 20, 2013

InvestmentNews caught up with LPL Financial LLC chief executive Mark Casady yesterday at the firm's annual adviser conference to ask him about some of the firm's recent developments, including its technology improvements, efforts to start a...

LPL kicks off major tech upgrades, cuts prices

August 19, 2013

LPL Financial LLC today announced major upgrades to its technology platform, ranging from mobile access to website branding, and portfolio re-balancing and trading. Most notable among the upgrades is a new mobile capability that will give clients...

Technology helping advisers cater to the masses — profitably

August 19, 2013

Financial advisers are finding efficient and cheaper methods of serving mass-affluent clients, often incorporating technology solutions that take the place of custom analysis and planning. Karen Ramsey, founder of Ramsey & Associates Inc., spent...

Fidelity launches Google Glass app

August 18, 2013

Fidelity Investments has launched a preview of the first investing application for Google Glass: a tiny, wearable computer that rests on the user's head like a set of eyeglasses. Fidelity Market Monitor for Glass will provide users with a hands-free...

Digital Fortress platform can save advisers time and money

August 16, 2013

Peak Advisor Alliance and Faulkner Media Group LLC are partnering to deliver advisers a new virtual coaching and marketing platform called Digital Fortress, the companies announced today. “We figured out what we could automate to dramatically...

How to cope with cybersecurity threats

August 12, 2013

Advisers have much more to worry about than their own computer's security these days. While many see fraudulent e-mails and theft as the primary cyberthreat to their clients, a white paper released last week by The Depository Trust & Clearing...

Wedbush Securities latest to choose FolioDynamix's platform

August 9, 2013

Wedbush Securities Inc. will deploy FolioDynamix's full-service wealth management platform for its advisers, the companies announced. “We started looking 16 months ago, considering whether to acquire each piece separately or to find an end-to-end...

A tech reporter's farewell

August 7, 2013

Six years is enough time to gain passing familiarity with the breadth of advisory technology. It is not nearly long enough, though, to plumb its depths. Almost every week of my early years at InvestmentNews proved daunting. Gaining a sense of...

B-Ds to get compliance insight from updated RegEd service

August 5, 2013

RegEd Inc. soon will add human consultation to its software-based branch-audit service to give its broker-dealer clients deeper insight into their compliance efforts. While RegEd historically has been consultative, the audit solution it has...

Raymond James launches software for advisers to build custom portfolios

July 30, 2013

Raymond James Financial Inc. is launching a new tool to make it easier for advisers to build custom portfolios on its platform. The new service, called the Portfolio Management Center (PMC) and administered by FolioDynamix, will allow advisers...

Veo logo coming soon to an application near you

July 23, 2013

While many of us, in our consumer lives, anyway, find ourselves pretty logo-saturated, the same cannot be said for the typical adviser's professional life. But advisers, get ready. TD Ameritrade Institutional announced today what I suspect will...

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