Displaying 13 results
Accessing big-gun analytics
StatPro Revolution is an affordable cloud-based portfolio analytics platform that is coming of age. Whether you are…
An adviser dives into video stream
With half the world seeming to watch the other half through Skype and other online video tools, you would think that I would have no trouble finding financial advisers who use video conferencing effectively in their practices.
Black Diamond seen unlikely to go the way of TechFi
Advent Software Inc.'s announced $73 million deal for Black Diamond Performance Reporting LLC is the biggest news in portfolio management and performance reporting in years
Make sure all your data are safe
Keeping client data safe has become even more important in light of all the sensitive information that is…
Social-media archiving, compliance solutions in focus
Financial advisers and broker-dealers apparently aren't sitting on the sidelines waiting for Finra and the SEC to figure out how the financial advisory industry should use social networking
Retirement? There’s an app for that
Imagine giving your clients an interactive retirement calculator that is about as simple to operate as an Etch A Sketch but can handle complex hypothetical scenarios — all with no initial manual data input required
Technology helps advisers tap insight on global scale
Since true out-of-the-box innovation in adviser technology is relatively rare, my antennae are always up, looking for new, interesting angles to share with readers
Bye Bye Qube, hello starPort
An adviser wrote me the other day seeking advice after reading the series of CRM columns I wrote the last few weeks
CRM systems for the big guys
Let's pick up where we left off last week in our search for the best customer relationship management system for larger investment advisory and hybrid firms
A different approach to high-tech planning
Providing scalable high-tech, high-touch financial advice to the mass affluent has been a goal of adviser entrepreneurs since the days of MS-DOS. While the technology and knowledge certainly exist to make it happen, doing so successfully and profitably thus far has been elusive.
Navigating the CRM labyrinth
It's obvious from my recent conversations with advisers that customer relationship management software still causes plenty of confusion
Making sense of document storage confusion
Advisers are confused and un-certain about web-based document storage and document vaults
Help in getting a handle on medical expenses
Fear and outrage had a lot to do with the creation of Ron Mastrogiovanni’s latest venture, Health- View…
