Articles written by Heather Underwood


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What Tamarac's overhauling of its Advisor Xi has yielded

The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration

January 17, 2012 — 6:09 AM 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

Review: How Redtail got hot fast among RIAs and how it plans to leapfrog itself

Brian McLaughlin's mindset includes: Technology, appealing pricing and bootstrapping growth

June 22, 2011 — 2:34 PM UTC

After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software

Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

May 25, 2011 — 1:51 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

RedBlack's Peter Giza gives RIABiz a look under the hood of its Rebalance Express software

New Hampshire-based software maker competes with a lower price and an easy-to-use interface

September 7, 2010 — 4:55 AM UTC

Tech Review: iRebal thrives after TD Ameritrade acquisition

The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs

August 5, 2010 — 5:32 AM UTC

A close look at Tamarac's Advisor 9 and its strategic use of Schwab software

The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features

July 12, 2010 — 5:53 AM UTC

MarketCounsel's MailBanc automates away some of the liability risk of instant communications

A web-based email archiving and compliance tool for small to mid-size RIAs

June 29, 2010 — 4:21 AM UTC

Tech Review: ByAllAccounts has built its company brick by brick and the result is a solid product

The account aggregation provider's interface isn't flashy, but it functions well

June 3, 2010 — 5:20 AM UTC

RIABiz takes a peek under the hood of Advent Portfolio Exchange

The San Francisco software giant has made customer relationship management a big priority

May 12, 2010 — 5:26 AM UTC

TD Ameritrade's technology, Veo, wins high praise from advisors so RIABiz took a look

Veo got a head start and has unique third party tools

May 3, 2010 — 6:12 AM UTC

Review: Morningstar Office's web-based platform combines research, advisor tools

No-frills interface offers easy access to reports, benchmarking

April 26, 2010 — 4:33 AM UTC

RIA Central has launched its bid to be the Facebook of RIAs

Heather takes a close look at how Fugent has pieced together a pioneering effort

March 29, 2010 — 6:37 AM UTC