Nov 11, 2010
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
Tag
NetX360
28 articles
Articles tagged "NetX360"
Page 2 of 2Oct 1, 2010
(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
Aug 31, 2010
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
Jun 2, 2010
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
Mar 4, 2010
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
Jan 11, 2010
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
Nov 19, 2009
FinFolio looks to offer unprecedented flexibility and power, with an intuitive interface
Nevin reviews upcoming Portfolio Management System from the makers of AdvisorMart
Oct 26, 2009
Black Diamond is winning big accounts from Advent at an impressive clip
The Florida-based upstart has tripled its pipeline of customers since 2008
Sep 1, 2009
Schwab technology undergoes metamorphosis
Beta tester still has wish list for Schwab upgrades
Aug 14, 2009
Nevin looks under the NetX360 hood (Part 3 in a 3-article series)
Pershing achieves objectives of giant revamp and leaves room for upgrades
Aug 10, 2009
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
Aug 6, 2009
Pershing puts RIA custody on desktop of thousands of IBD reps (One of three articles in a series)
Pershing makes mini-custodians out of broker-dealers