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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...

Banks, brokerages creating mobile finance apps at a steady clip

July 22, 2013

Ah, the latest and greatest in mobile technology to grace the banking and brokerage world. That's the subject of a spiffy, if brief, new report from research and consulting firm Corporate Insight Inc. I will not steal all the firm's thunder...

As RJ signs on with Hearsay, Actiance rolls out multi-level review features

July 19, 2013

As social media has quickly become a cornerstone of low-cost customer outreach and marketing efforts, vendors selling tools for managing and meeting compliance requirements have had to adapt to the intricacies of this new way of doing business....

YCharts: Bloomberg for the rest of us?

July 17, 2013

When it comes to getting real-time or near-real-time stock or other equity data there are two ends of the spectrum. At one end are free services, the best known and most-used of which is Yahoo! Finance and then at the other is having a Bloomberg...

QuantConnect adds data to trading platform, builds global network

July 2, 2013

I have written about a number of startups in the computing realm that have the potential to begin leveling the playing field in a number of finance-related categories. Here's another new one: QuantConnect. Its co-founder and chief executive,...

Covestor receives new injection of funding, adds staff, improves features

June 20, 2013

On my to-do list this past week has been to post some news on Covestor, the fairly well known “online marketplace for investing” as they refer to themselves. The firm announced on June 13 that it had raised $12.75 million in a Series B round...

The Takeaway: Some advice for BlackRock's Larry Fink

June 19, 2013

Portfolio FOMC: No change in rates and barely any change in statement. Here's Neil Irwin's liveblog:  (Washington Post) Tom Brakke has some advice for BlackRock's Larry Fink vis a vis their active manager issues .  (Research Puzzler) The cost...

RIAs with integrated technology = higher revenue: Survey

June 18, 2013

The data in the Aite whitepaper on integration released today may be more than a year old but it still shows some mighty interesting things about the subject. If you are a regular reader of mine, you will take solace from knowing that during...

AssetBook rolls out mobile portfolio management application

June 17, 2013

AssetBook LLC announced Friday the release of AssetBook Mobile: a native application for devices running both iOS and the Android operating system. It is available now for users of AssetBook Radar (the firm's cloud-based portfolio management...

Riskalyze introduces drag-and-drop feature

June 12, 2013

Riskalyze announced the launch of “drag-and-drop portfolio integration” inside its Riskalyze Pro product. Advisers can now pretty simply bring portfolio data in for their clients from several custodial platforms as well as hundreds of broker-dealers....

Junxure Cloud is really coming; availability and pricing firmed up

June 11, 2013

Good things take time. That goes for the crafting of software and applications, too. Junxure Cloud is no exception. I first began to tell readers about the application's impending arrival (originally to be called Junxure Essentials) this time...

Another portal for all that client info now available

June 6, 2013

There's a new client portal provider in town. Omyen Corp. has rolled out what it is calling the Client Information Center. I first wrote about Omyen and its health care cost estimation calculator two years ago. That was followed by a suite of...

Actiance introduces latest version of Vantage

June 4, 2013

Behold Vantage 2013, the latest version of a platform from Actiance Inc. Methinks this is a particularly rosy little niche for firms selling their wares to financial services businesses. I continue to get wind of rollouts and deals signed between...

BlackRock's retirement, Social Security gadgets tops with advisers

May 29, 2013

Financial advisers find the practice management and support tools provided by BlackRock/iShares are the most useful of those offered by product manufacturers and distributors, according to survey results set for release tomorrow. Specifically,...

J.P. Morgan Asset Management is latest to start trading paper for electrons

May 28, 2013

Trading in paper for electrons. That's what JP Morgan Asset Management has done with its Guide to the Markets quarterly report. Specifically, the firm has migrated and morphed the popular 7-inch by 5 1/2–inch spiral-bound quarterly report...

Redtail and goalgamiPro make a data connection

May 24, 2013

It really is a good time, from a technology perspective, to be getting into the financial advice business. There have never been so many tools available to advisers and the pace of integrations between third-party providers continues to chug...

More compliance officers allowing LinkedIn

May 23, 2013

I am often critical and suspicious of small-scale surveys conducted by companies that sell related products, but when they are specialized, I perk up and give them a read. In this case, I perused the third annual Electronic Communications Compliance...

Heading off hack attacks

May 19, 2013

Financial advisers are on the front lines protecting their clients from cybercrime. Just take the story of one firm and one adviser, Mark Reed. The managing director of Bush O'Donnell Investment Advisors Inc. last week witnessed an online attack....

What's now and what's next for Morgan Stanley's new trade tool

May 17, 2013

Morgan Stanley rolled out a new set of tools on its 3D platform this week — now available to all the firm's wealth management financial advisers. Called Trade Flow Insights, the suite of tools is meant to help inform brokers about which of...

Takeaway from Google conference: Get ready for video

May 17, 2013

I honestly had little time to spend on this year's annual Google i/o developer conference but I did sit in on several online keynotes and demonstrations over the course of the three-day event this week. While most advisers are going to see little...

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