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RIABiz

Articles tagged "NetX360"


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Nevin Freeman: I got the sense this time around that Kumar and his team really are doing what they can to push the envelope.

Nevin looks under the NetX360 hood after it gets 100,000 new users and some overhauling

The ambitious software effort shows signs of 13,000 user comments

November 11, 2010 at 8:10 AM

Richard Hart: We think it’s a really big deal.

(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps

WealthCentral lures breakaways to FIWS and it may also work for National Financial

October 1, 2010 at 4:09 AM

Mike Durbin: WealthCentral eliminates a major difficulty in breaking away

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch

The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

August 31, 2010 at 12:53 PM

Peter Berg: What’s been missing is a business development effort of any significance.

BNY Mellon's new RIA custody unit will collaborate [and compete] with Pershing Advisor Solutions

The giant bank believes it can meld technology and sales forces to lure to dug-in breakaways

June 2, 2010 at 5:31 AM

Mark Tibergien: We were so impressed with Schwab's service that we hired 14 of their people in the past two years.

Mark Tibergien is making Pershing an industrial strength custodian with an RIA service touch

The feisty CEO of Pershing's RIA unit believes his offering will speak to big RIAs

March 4, 2010 at 6:47 AM

Dan Skiles: It doesn’t matter from a passion standpoint whether the RIA has $50 million or $2 million

How Schwab's top tech executive for RIAs ended up with a fledgling competitor

Dan Skiles makes conscious decision to stop his 'Up in the Air' life and discovers the joys of being an entrepreneur

January 11, 2010 at 5:43 AM

FinFolio's graphs are all available on-the-fly, without running reports.

FinFolio looks to offer unprecedented flexibility and power, with an intuitive interface

Nevin reviews upcoming Portfolio Management System from the makers of AdvisorMart

November 19, 2009 at 4:55 AM

Reed Colley: “If we can’t make an advisor happy, we encourage them to find another solution that will.”

Black Diamond is winning big accounts from Advent at an impressive clip

The Florida-based upstart has tripled its pipeline of customers since 2008

October 26, 2009 at 5:11 AM

Say good-by to this website

Schwab technology undergoes metamorphosis

Beta tester still has wish list for Schwab upgrades

September 1, 2009 at 7:05 AM

Nevin Freeman: RIABiz webmaster and tech critic at large

Nevin looks under the NetX360 hood (Part 3 in a 3-article series)

Pershing achieves objectives of giant revamp and leaves room for upgrades

August 14, 2009 at 7:03 AM

Matt Lynch: Moving account to Pershing after it

Two Broker-dealers pick Pershing for hybrid tech after HybridOne comparison [part two of three in a series]

Capital Analysts and First Allied see true melding of hybrid assets at Pershing

August 10, 2009 at 6:01 AM

Mark Tibergien: Plays role in marrying RIA and brokerage assets
August 6, 2009 at 4:18 AM

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