Displaying 239 results
Software is a key to document management
Selecting the right software to work in conjunction with your scanner is key because it helps organize, index and store all those files that have been created.
Motif provides investors with investment themes, advisers should take note too
Let’s say you or a client want to capitalize on a broad-based societal or business trend — say,…
A web tool that emphasizes fiduciary guidance from fi360
fiduciary360 LP recently updated its web-based tool kits that assist financial advisers with managing and monitoring investments, with an emphasis on fiduciary guidance.
Accessing big-gun analytics
StatPro Revolution is an affordable cloud-based portfolio analytics platform that is coming of age. Whether you are…
AllianceBernstein’s iPad app supports multiple uses
AllianceBernstein LP has taken a future-proofing approach to building its slick AB Connect iPad application, which officially launched…
Finding errors in PortfolioCenter
Financial advisers at the Technology Tools for Today, or T3, conference this month in Dallas were intrigued when…
Riskalyze tool turns pro with new version for advisers
Riskalyze Inc. has rolled out a professional version of its free risk assessment and analysis tool for investors…
Finally, an Advisor Center iPad app; Boulevard R introduces RetiremapHQ.com; New version of Adhesion
A lot of positive developments probably went unnoticed early this month by advisers due to the catastrophe caused…
Advisers frustrated by lead generator
Only time will tell. Although that is a cliché, my experience has been that only through observing…
Stockr offers social-media site for those passionate about stocks
“Facebook meets Bloomberg” is how some are describing Stockr. com. The startup’s founder, Vinny Jindal, pitched Stockr.com…
More Adviser Tech Trends answers
During our Sept. 11 webcast Adviser Tech Trends, we received 81 questions and I…
Fox and Redtail partner on work flow
Fox Financial Planning Network and Redtail Technology Inc. this week plan to announce a technology integration that allows…
RIA Match links advisers and firms that are recruiting
A Match.com-type website for financial advisers and registered investment advisory firms looking to recruit was launched last week.
Billing app launched for advisers
A handful of financial advisers have contacted me over the past few months, asking if I can recommend…
Tool aims to help DC plan participants make better decisions
This week’s column is brought to you by Allianz Global Investors. Don’t worry. I don’t mean that…
iRebal-Veo integration is enviable
Imagine hitting a single keystroke and being able to re-balance all your client accounts. That remains a…
Document management is key
Few technologies have as much potential to be transformative when it comes to improving operational efficiency at advisory…
Russell’s new tool allows quick analysis of portfolios
Russell Investments has launched a nifty — and free — portfolio risk assessment tool. The Russell Factor…
Social-media seminar offers lessons for firms
Collegial ribbing, good-natured consternation and gentle exasperation. Those were some of the responses I noted last week…
Cloud version of Junxure on the way
Junxure, a CRM application popular among registered investment advisers, is heading to the clouds. The new version…
