Articles tagged "Portfolio Management System"

HeadlinePublish date

Private Client Resources is a software darling of private banks but can it conquer RIAs?

The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs

July 15, 2011 — 3:02 PM UTC

One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives

Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond

June 6, 2011 — 2:57 PM UTC

What four beta testers of Black Diamond's new software have to say about it

Testers of Blue Sky say that the product saves them time and effort

June 28, 2010 — 7:28 AM UTC

Already known to be cutting edge, Black Diamond shoots for the bleeding edge with total rewrite of its software

RIAs can multi-task, upgrade and customize better with the new portfolio management system

June 21, 2010 — 6:19 AM UTC

FinFolio looks to offer unprecedented flexibility and power, with an intuitive interface

Nevin reviews upcoming Portfolio Management System from the makers of AdvisorMart

November 19, 2009 — 4:55 AM UTC
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