Results for "software"

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Riskalyze growing into much more than a risk assessment tool

October 7, 2019

Eight years ago, Riskalyze was created to provide a digital, mathematical approach to client risk assessment. In 2019, the technology startup is so much more than that. At its annual Fearless Investing Summit last week in Boston, Riskalyze introduced...

Small advisers struggle with cybersecurity demands of regulators

October 7, 2019

Cybersecurity remains a top concern of registered investment advisers, but smaller firms are struggling to keep up. State securities regulators are concerned about a growing number of deficiencies related to cybersecurity at state-registered...

Envestnet founder and CEO Jud Bergman killed in automobile crash

October 4, 2019

Envestnet CEO Judson Bergman, 62, and his wife, Mary Miller, were killed early Thursday morning in an automobile accident in San Francisco. Mr. Bergman founded Envestnet in 1999 to create a software desktop for independent financial advisers....

'Get Paid to Trade' app launches at FinovateFall

September 24, 2019

Dozens of financial technology startups and over a thousand other financial services executives, venture capitalists, regulators and industry analysts gathered this week at the Marriot Marquis hotel in New York City's Times Square for FinovateFall,...

Oranj and TradeWarrior battle moves beyond the courtroom

June 4, 2019

The executives behind Oranj and TradeWarrior are looking to move on from a litigious breakup following Oranj's majority-share acquisition of the rebalancing software in April 2017.​ One year after the deal, TradeWarrior founder and former...

Q&A: BlackRock and Envestnet executives discuss partnership strategy

May 3, 2019

Nearly six months ago, BlackRock announced plans to spend $122.8 million to buy a 4.9% equity stake in Envestnet. The partnership was built to bring BlackRock's technology — iRetire, FutureAdvisor, Advisor Center and Aladdin — to the thousands...

MoneyGuide, eMoney battle for financial planning software crown

April 27, 2019

Once a niche offering with only a handful of practitioners, financial planning is now embraced by even the largest financial institutions. It's a profound change for the brokerage industry, and technology companies like eMoney Advisor are in...

Adviser fintech moving from the back office to client interactions

April 18, 2019

Adviser technology has historically focused on improving back-office efficiency. That is starting to change. Adviser fintech is increasingly focused on making experiences better for clients, said Dani Fava, director of institutional innovation...

eMoney by Fidelity to gain new competitor from its original founder

January 30, 2019

eMoney Advisor founder Edmond Walters is teaming with Envestnet and PieTech's MoneyGuide to introduce financial planning software for advisers that will compete head on with his initial brainchild, which he sold to Fidelity four years ago. Multiple...

Oranj utilizes summer interns to build Redtail integration

September 6, 2018

Oranj is taking an innovative approach to finding next-generation engineering talent to work on its growing wealth management software. The company's team of summer interns successfully developed and launched a new integration with Redtail Technology's...

10 trends hitting financial advisers this year

January 9, 2018

Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At...

Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

Most popular adviser software by category

October 27, 2017

Here are the top software choices that advisory firms are buying when it comes to account aggregation, compliance, CRMs, financial planning, portfolio management, rebalancing and risk management. Source: InvestmentNews 2017 Adviser Technology Study.

The trials of converting to new financial planning software

October 2, 2017

Probably the only thing evolving quicker than the financial planning industry is the technology that supports it. It's nearly impossible to peruse an industry publication without reading about a new fintech merger or an update on the fiercely...

7 ways for advisers to help shield clients from Equifax data hack

September 12, 2017

The Equifax security breach, made public last week, leaves 143 million consumers vulnerable to identify theft and credit fraud. But there are some ways advisers can help protect clients from the current and future threats.

9 strategies to avoid adviser burnout

August 7, 2017

When someone has too many job demands and too few job resources, they fail to take enough time out to recharge themselves and they suffer from burnout, according to Paula Davis-Laack, a stress and resilience expert. To avoid burnout, which can...

7 emerging adviser tech firms you want to know

July 27, 2017

These seven firms recently introduced innovative technologies aimed at helping advisers serve clients better and more efficiently. The up-and-comers were selected by the XY Planning Network for having the best new fintech, and they will compete...

New Advicent chief Angela Pecoraro aiming for growth

April 11, 2017

Angela Pecoraro took over the top job at Advicent last week, focused on continuing the four-year-old fintech firm's growth in an increasingly competitive field. Recognizing the challenge of pushing Advicent's development forward, Ms. Pecoraro,...

10 surprising adviser tech trends

March 20, 2017

Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300...

Why advisers should update at least one tech system every year

March 2, 2017

Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience. "Advisers should be looking to move one new major technology system...

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