Results for "software"

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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...

NetDocuments launches an Apps Marketplace

May 16, 2013

Cloud-computing content management provider NetDocuments has had a busy year so far. After two major releases they recently announced availability of a NetDocuments' Apps Marketplace. For those unfamiliar, NetDocuments is a big cloud-based provider...

Attention rocket scientists: Quantopian launches trading pilot program

May 14, 2013

Just a quick post to pass along news from Quantopian, the open algorithmic trading development platform, trading platform and social hub for quants I first wrote about back at launch in January. Today, the firm introduced the notion of paper...

Cloud cover: Hosted version of Schwab's PortfolioCenter now available

May 13, 2013

Schwab Performance Technologies officially announced the availability of PortfolioCenter Hosted last week. Basically this means that an adviser's full iteration of the portfolio management application can be migrated from running on their own...

Android dominating much of the mobile world

May 10, 2013

First-quarter worldwide shipments of smart mobile devices: 308.7 million units. That according to market research firm Canalys' latest estimates. The firm includes notebook computers, tablets and smart phones in that count. Advisers continue...

Savant Capital takes advice online

May 6, 2013

Savant Capital Management is offering technology-savvy investors an online version of the comprehensive investment advice that its advisers offer clients who come into one of its offices. The 26-year-old firm will charge eSavant customers less...

Finect: They have built it (more or less). Will advisers come?

May 5, 2013

I really want to like Finect, the new social-media network that was launched into open beta last Tuesday. In an overly simplified nutshell, it purports to be an open, inherently compliant social network for the financial services industry and...

Making Social Security claiming strategies a little easier

April 29, 2013

With all of the interspersed factors to consider when helping determine a client's best Social Security claiming strategy, software can be a godsend. But which tool offers the best output for the cost? I looked into and ran test scenarios through...

Pershing to introduce second generation of its mobile platform

April 26, 2013

I made my way to nearby Jersey City, N.J., yesterday to visit with the folks at Pershing LLC. After a few minutes' ride on the PATH train from New York beneath the Hudson River, there I was, sitting in a big conference room with many of the...

Schwab website still on the fritz

April 24, 2013

The Charles Schwab Corp. said today that its website is continuing to have intermittent access problems following a cyberattack but that no client data or accounts have been compromised. The denial-of-service attack was noticed right before...

Fidelity Institutional Wealth Services to offer completely cloud-based desktop to RIAs

April 24, 2013

Fidelity Institutional Wealth Services announced a cloud-based virtual desktop offering for financial advisers today — the first of the four major custodians to do so. It will become generally available to financial advisers custodying with...

Pershing integrates with Redtail Technology

April 18, 2013

Pershing and Redtail have gone and gotten all cozy. That's right, custodian Pershing LLC today announced its integration with the extremely popular customer relationship management application from Redtail Technologies. Pershing has integrated...

Comply or die: NRS upgrades 'manual' to the 21st century

April 17, 2013

National Regulatory Services announced availability Tuesday of their new Policy Architect Module. Sounds like one sexy beast does it not? That was just to keep the eyes from glazing over among any fair-weather readers of this blog. So perk up....

Street appeal: Motif Investing attracts the interest of Goldman Sachs

April 12, 2013

Motif Investing has raised an additional $25 million in Series C financing from a number of investors, including, for the first time, Goldman Sachs & Co. Goldman's undisclosed investment in the firm joined existing investors including Foundation...

Tech Connect: The adviser's first stop for technology news and information

April 11, 2013

Welcome to Tech Connect, the new home for all things related to adviser technology at InvestmentNews. Here you will find the latest in technology news as wells as stories, blog posts and other content related to tech trends affecting the way... finally expanding into the banking channel

April 5, 2013

It has taken four years but Intuit is now going to be selling white-labeled versions of to the banking channel. I took a good bit of heat from advisers with a blog post I wrote a couple weeks ago on Wealthfront getting another round...

Top-performing advisers increase mobile device usage

April 4, 2013

The use of mobile devices such as smartphones and tablets is making a huge difference in the profitability of advisory firms. According to the 2013 InvestmentNews Adviser Technology Study, 88% of the top performers and 94% of all others use...

Giving advisers a stage to show off

March 24, 2013

Whether he is speaking at a conference or running a more intimate demonstration of his product for members of the press, eMoney Advisor LLC's founder and chief executive, Edmond Walters, leaves little doubt that he is a character — one who...

Wealthfront and the rise of the machines

March 22, 2013

My colleague Andrew Osterland missed a little bit of the forest for the trees yesterday. His piece "Still wary of advisers, investors using direct retail channel" focused on the results of a Cerulli Associates Inc. report based on investor data...

Advent's dreams of putting itself on the block on the shelf, for now

March 18, 2013

After considering a sale, officials at Advent Software Inc. have decided to keep the status quo. A blog post and short statement from the firm released Monday indicates that the company did indeed take a look around, but decided against testing...

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