News, Vision & Voice for the Advisory Community
Person
11 articles
Whether you are Bridge, BlackDiamond, FinFolio or Morningstar, you are not sitting out this once-in-a-generation orphaning by a legacy giant of portfolio accounting software
Eric Clarke tried to build, failed, bought, but kept on building until he got Amazon-ensconsed Eclipse
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone
Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors
As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time
Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening
Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians
The big Chicago outsourcer nabs the fast-riser in the RIA software business and one competitor says: "now what?"
The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June
The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations
Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by