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Articles written by Heather Underwood and Brooke Southall


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Jim Lumberg: Our ambition is to become the leading provider of aggregation performance reporting and billing solutions in the marketplace, and we’re investing accordingly.

Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow

The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond

July 6, 2011 – 4:17 PM

Ed O'Brien: The natural progression is to improve the open platform in two ways; one is making the integration we have more robust...and two is adding more tools and selection.

Technology review: Fidelity's WealthCentral is solid and smart but still has seams

Getting people to switch is complicated because it means getting a commitment and collecting big fees

October 14, 2010 – 4:25 AM

Mike Williams: We’ve been completely rewriting our reporting capability to get it up to this day and age.

Schwab PortfolioCenter may be poised to shed its utilitarian image

Long a favorite for the small RIA, its spiffier reports and early admission in Schwab's grand technology plan give it a bigger future

September 17, 2010 – 3:15 AM

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