Jul 15, 2011
Private Client Resources is a software darling of private banks but can it conquer RIAs?
The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs
Tag
Portfolio Management System
5 articles
Articles tagged "Portfolio Management System"
Jun 6, 2011
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
Jun 28, 2010
What four beta testers of Black Diamond's new software have to say about it
Testers of Blue Sky say that the product saves them time and effort
Jun 21, 2010
Already known to be cutting edge, Black Diamond shoots for the bleeding edge with total rewrite of its software
RIAs can multi-task, upgrade and customize better with the new portfolio management system
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
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