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RIABiz

Articles written by Nevin Freeman


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Nevin Freeman: The killer feature of the new version of Addepar is the report generation. It’s unbelievably simple to use for what it produces.

Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software

Other than a couple of willful eccentricities, the Mountain View-based start-up's engineers earn a 'well done' from our technology maven

April 29, 2015 – 4:30 PM

Dominick Paoloni: I think every money manager secretly does want to become a hedge fund - at least if they can break the code.

Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008

Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts

October 12, 2011 – 4:39 AM

G. Michael Phillips: These solutions, while known at the higher-end of fund management, had not made their way to the day-to-day practitioner - RIA, financial planner, registered rep.

MacroRisk Analytics makes Ph.D-grade economic insight almost RIA-friendly

Pricing, user experience and value look good, but still no integration with portfolio management systems

October 12, 2011 – 4:34 AM

Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

As advisors flunk social media 101, CRM makers are starting to pick up the slack

Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

September 14, 2011 – 5:51 AM

Steve Ambuul: One of the things I'm doing right now is making sure that we can get data feeds from Orion, AssetBook, and other competitors of ours.

Ebix may hit a CRM sweet spot for some RIAs

The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares

August 4, 2011 – 6:20 AM

Linda Strachan was one of the founding team members of EISI when she was a PhD student under Mark Evans at the University of Manitoba.

Review: EISI is producing a simpler NaviPlan in an effort to keep its towering market share

The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once

July 28, 2011 – 2:23 PM

Sam Vassa: I have clients who say they’ve spent three weeks learning NaviPlan — our philosophy is that you should be able to use a piece of software immediately.

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

Sunit Bhalla: I can log into my bank in seven keystrokes.

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

Erika Donalds: Axys does not have any kind of login or audit trail, so you couldn't assign users; you couldn't limit what different users could see or do in the system. That was too much of a risk.

What one big RIA has to say about its switch from Advent Axys to Advent Portfolio Exchange

It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy

June 15, 2011 – 2:49 PM

Steve Van de Wetering: Doing it way before you even buy APX gives you a big window of opportunity to fix it.

How one company is making money by making Advent Axys data portable

Empaxis outsources to India and some of its customers use the service before they choose to switch providers

June 15, 2011 – 2:48 PM

Benjamin Baldwin: I did my August monthly statements for my clients, had them up on the website by the first week of the month, and they were already completely out of date!

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

Aite's Sophie Schmitt: A lot of firms are looking to move from their GoldMines and their Rolodexes.

Aite Group report: CRM software industry wins RIA respect -- and dollars

Tops execs for Redtail and Junxure say growth likely to be much higher than report's estimates

April 27, 2011 – 2:21 PM

WealthCentral Mobile is available for download in the Android Market

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

Mike Golaszewski: One of the things that brought me 3,000 miles across the country (from Schwab) was that Pershing actually does a really good job of knowing where the puck’s going.

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

Nevin Freeman: The next decade in advisor tech will see radical new user interfaces that will make typing in a client's address seem like an arcane waste of time.

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

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