Displaying 239 results
Pershing unveils second-generation NetX360 mobile platform
Ram Nagappan, Pershing LLC’s chief information officer, is something of a visionary. Not only does he love…
J.P. Morgan is latest to start trading paper for electrons
Trading in paper for electrons — that is what J.P. Morgan Asset Management has done with its “Guide…
iPad tool provides stock research
Chaikin Analytics for iPad, an easy-to-use equities research tool for advisers
An online studio where quants go to put talents to use
Quantopian provides tools, storage and protection for user-created algorithms
A private-placement matchmaker
InvestmentNews often writes about private placements gone bad, but the fact is, the asset class represents a big…
NetDocuments launches Apps Marketplace
Cloud-computing content management provider NetDocuments has had a busy year so far. After two major releases, it…
Hosted version of PortfolioCenter is now available
App makes jump to the cloud; priced 'aggressively'
Tool allows advisers, clients to communicate
A new feature called Collaboration Connect, found in goalgamiPro, the planning and client qualification tool from Advisor Software…
Disaster preparedness again in focus
If they weren’t before, two things have become clear to financial advisers affected by Hurricane Sandy’s devastating punch…
Power to the people: Thematic investing comes to life
Firm launches beta program of features tailored specifically for those who want to build their own motifs
Finect: They have built it (more or less). Will advisers come?
I really want to like Finect, the new social-media network that was launched into open beta last Tuesday.
Schwab plans product review site for advisers
Several new things were announced at the Schwab Impact conference last week. I was most excited by…
Tamarac listens to advisers’ suggestions and implements them
A few weeks ago, I had the privilege of presenting the keynote address at Envestnet | Tamarac's sixth…
Connecting advisers and prospects
I visited Vestorly and thereby the corner office occupied by Justin Wisz and Ralph Pahlmeyer recently. They…
National Financial’s Streetscape is now accessible on the iPad
All iPad-toting financial advisers who clear through National Financial Services LLC, rejoice. The firm has rolled out…
VA suitability tools speed up an increasingly daunting task
Because of the stigma often connected to variable annuities, I am at times hesitant to write about technology…
The pluses and minuses of Google+
To plus or not to plus?
For presentations on the iPad, one app does not fit all
A test drive of the latest hosting and presentation programs for Apple's ubiquitous tablet
Tales from T3: What jumped out
New interfaces designed for Windows 8 and RT look like winners
Cheap stocking stuffers for business users of the iPad
So you bought yourself an iPad or are planning to this holiday season. Financial advisers who plan…
