RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles written by Heather Underwood


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Matt Stroh: We've have had another consecutive year of over 50% revenue growth.

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

John Philpott: We think we have a pretty unique value proposition with the single consolidated platform and single consolidated database

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

Mary Hepler: Before 2008 the company was struggling along. The software was good, but it’s not what it is today.

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

Brian McLaughlin: We have nice new Nissans.

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

Rob Major: If you have 200 reports that do everything but cook you breakfast in the morning, you have a system that is unaffordable for 80% of the advisors that are out there.

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

Rob Klapprodt: "We really pride ourselves on not limiting how our clients do business."

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

Peter Giza: We’ve been desperate to not pigeonhole RIAs into a situation where they cannot afford us or can’t use us.

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

Ben Welch: iRebal’s client base, currently at 67 firms, has doubled in the last two year. It has also experienced a five-fold increase in developers to five full-timers

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

Matt Stroh: Our clients tended to think our service reputation was the best of all the vendors they were working with, and they began relying on us more and more.

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

Marc Cohen: Frankly a number of our attorneys stayed up way too late sitting around a conference table continually throwing out words that could possibly get someone into trouble.

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

Karla Paxton: We don’t care what we pull, we don’t care where we send it to.

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

Michele Holton: You'll definitely know you're still with Advent; our customers have been pleasantly surprised.

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

Jon Patullo: [Advisors] were stoked that Veo was available on a Mac.
May 3, 2010 – 6:12 AM

Michael Wilson: We are trying to cut down on the number of systems an advisor needs to use.

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

Dan Kurt: Advertisements are counterproductive for what we are trying to do

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

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