Articles tagged "Advisor Software"


HeadlinePublish date

How Personal Capital got a stunning $1-billion AUM boost in six months -- after gathering its first $2 billion over six years

CEO BIll Harris says part of the secret is hiring human advisors to stoke referrals

September 21, 2016 — 9:12 PM UTC

Almost lost in the robo shuffle, Personal Capital, in its 'special category,' is winning as told by an overlooked metric: revenues

Silicon Valley pioneer Bill Harris is struggling to goose the faltering free-to-premium conversion rate while keeping a weather eye on the big guys barging onto the field

September 15, 2015 — 6:11 PM UTC

Long a tech innard for Schwab, LPL and TD, Advisor Software is looking to push its own brand with new product

Its new software, goalgamiPro, is able to make sense of multiple housebold balance sheets and come out with a plan

October 11, 2011 — 4:53 AM UTC
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