Results for "software"
Displaying 610 results
May 1, 2012
An investor website is promising to give clients their first clear look under the hood of their brokerage accounts to see whether they are getting a good deal for the prices that they pay. Portfolio-tracking provider Wikinvest will introduce...
March 20, 2012
The Securities and Exchange Commission is continuing to beef up and streamline its technology, adding new systems to track and catch fraudsters and other financial miscreants. That’s according to Mary Schapiro, chairman of the SEC. She made...
March 5, 2012
Information technology can help advisory firms improve their business, but even leading-edge firms still need help from old-school aids such as Post-It notes and whiteboards. “Great technology won't make advisory firms more profitable unless...
March 2, 2012
Just in time for the 2012 tax season: Filers can now use their iPads to help limit the Internal Revenue Service's take. How? By taking a picture of a check and then depositing it electronically into their Fidelity Investments IRA up to the close...
October 27, 2010
The Charles Schwab Corp. made several technology announcements this morning at its annual Impact conference in Boston. Among them: availability of Version 5.0 of Schwab's PortfolioCenter software and a major integration with third-party provider...
September 23, 2010
Fidelity Investments today announced the latest addition to its WealthCentral platform for financial advisers: Black Diamond Performance Reporting. Black Diamond will be integrating its BlueSky portfolio management and reporting system with...
February 3, 2010
The Financial Planning Association is expected today to unveil a major research study on customer relationship management. ActiFi Inc., a financial services technology consulting firm, partnered with FPA in completing the 85 page comparative...
December 1, 2009
Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning specifically for the goal of early retirement....
November 6, 2009
Self-service account aggregation launched by CashEdge CashEdge Inc. is now making its AllData Advisor account aggregation service available to financial advisers via a self-service online subscription. Tom Roberts, senior vice president and...
September 29, 2009
Back in May, we introduced you to Sophie, SimpliFi's free virtual financial planner. Well, Sophie's grown up since then. As of today, she's gotten a lot more sophisticated, at least for the customers of financial institutions such as credit...
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Independent Broker-dealers