Articles written by Nevin Freeman


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Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software

Other than a couple of willful eccentricities, the Mountain View-based start-up's engineers earn a 'well done' from our technology maven

April 29, 2015 — 4:30 PM UTC

Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008

Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts

October 12, 2011 — 4:39 AM UTC

MacroRisk Analytics makes Ph.D-grade economic insight almost RIA-friendly

Pricing, user experience and value look good, but still no integration with portfolio management systems

October 12, 2011 — 4:34 AM UTC

As advisors flunk social media 101, CRM makers are starting to pick up the slack

Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

September 14, 2011 — 5:51 AM UTC

Ebix may hit a CRM sweet spot for some RIAs

The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares

August 4, 2011 — 6:20 AM UTC

Review: EISI is producing a simpler NaviPlan in an effort to keep its towering market share

The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once

July 28, 2011 — 2:23 PM UTC

Former Microsoft executives are out to make Figlo compete with EISI

The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs

July 21, 2011 — 3:08 PM UTC

How one RIA is running his practice on a Mac and finding it totally doable

Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

June 29, 2011 — 3:06 PM UTC

What one big RIA has to say about its switch from Advent Axys to Advent Portfolio Exchange

It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy

June 15, 2011 — 2:49 PM UTC

How one company is making money by making Advent Axys data portable

Empaxis outsources to India and some of its customers use the service before they choose to switch providers

June 15, 2011 — 2:48 PM UTC