Articles tagged "Technology"


HeadlinePublish date

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

RIAs fed up with Facebook should hop on the Google+ bandwagon

The new social medium embraces the fact that people need CRM for their lives

July 19, 2011 — 2:15 PM UTC

Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO

The updated user interface was built on the same technology at Gmail and it shows

July 12, 2011 — 3:14 PM UTC

Turnaround artist has almost completed her revamp of Cornerstone Revolutions

Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech

July 1, 2011 — 5:59 AM 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

Purchasing too much technology has its own dangers for RIAs

The more sophisticated the system you buy, the more commitment and expertise it will require

May 24, 2011 — 2:00 PM UTC

Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android

Functionality is just like the iPhone version, with no mobile trading yet

March 22, 2011 — 2:52 PM UTC

Pershing keeps ahead in the mobile space with an Android app and mobile trading

The adoption rate by advisors is still very small but the big clearing is undeterred

March 15, 2011 — 12:30 PM UTC

Giant of the broker-dealer tech world takes aim at Advent

Vestmark tailors its platform for RIAs to take advantage of breakaway trends

March 9, 2011 — 3:21 PM UTC

T3 reflections: Where to watch for the next big advances in RIA technology

Vendors are turning their attention to the part of the software that you see

February 28, 2011 — 3:30 PM UTC