News, Vision & Voice for the Advisory Community

Tag

LaserApp

5 articles

Articles tagged "LaserApp"

Bob Miller: Like almost every firm in the space, we use professionals to assist in executing on these capital raising efforts.

Oisin's Two Bits: Private Client Resources hires bankers, but not, CEO says, for an exit; TD Ameritrade does eight account-opening deals with vendors

The UHNW software firm of Quovo aspect characterizes banker hire as capital search; TD is working to make open API an edge in digital account opening

Read more →

Most innovative? Judges including Michael Kitces, Jud Mackrill and Tina Powell ponder.

Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

Read more →

Gabe Zichermann: In a game setting, you are challenged and achieve success through a swipe of the finger hundreds of times an hour. And it isn't just the millennial generation that are addicted. [Bill Winterberg, FPPad.com. Used with permission ]

The buzz at RIA event in San Diego was how to get buzzed, dole out buzzes as inducement to automate practices

The intellectual puzzle of the Envestnet-Yodlee deal was one game played but Laser App's featured speaker took gaming deeper

Read more →

Brian Shenson: It's getting more looks (from legacy RIAs) as we add value.

Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits

NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office

Read more →

Launch No. 2: RIABiz correspondent Timothy Welsh and T3's Joel Bruckenstein set sail.

After a year under wraps, Laser App unveils a new "anywhere" product at its sixth annual conference in San Diego

Laser App Anywhere is, from its cloud, fundamentally different from the company's legacy desktop, server-based software products

Read more →

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory
sponsored by

White Paper Postings

Common Tags

Recent Articles

Popular Writers