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Articles tagged "Technology"


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Sam Vassa: I have clients who say they’ve spent three weeks learning NaviPlan — our philosophy is that you should be able to use a piece of software immediately.

Former Microsoft executives are out to make Figlo compete with EISI

The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs

July 21, 2011 at 3:08 PM

Kevin Nichols: Facebook has segmenting capability but it's complicated and convoluted to set up.

RIAs fed up with Facebook should hop on the Google+ bandwagon

The new social medium embraces the fact that people need CRM for their lives

July 19, 2011 at 2:15 PM

John Philpott: We think we have a pretty unique value proposition with the single consolidated platform and single consolidated database

Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO

The updated user interface was built on the same technology at Gmail and it shows

July 12, 2011 at 3:14 PM

Mary Hepler: Before 2008 the company was struggling along. The software was good, but it’s not what it is today.

Turnaround artist has almost completed her revamp of Cornerstone Revolutions

Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech

July 1, 2011 at 5:59 AM

Sunit Bhalla: I can log into my bank in seven keystrokes.

How one RIA is running his practice on a Mac and finding it totally doable

Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

June 29, 2011 at 3:06 PM

Rich Gill: You may be biting off more than you can chew - or are willing to chew.

Purchasing too much technology has its own dangers for RIAs

The more sophisticated the system you buy, the more commitment and expertise it will require

May 24, 2011 at 2:00 PM

WealthCentral Mobile is available for download in the Android Market

Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android

Functionality is just like the iPhone version, with no mobile trading yet

March 22, 2011 at 2:52 PM

Mike Golaszewski: One of the things that brought me 3,000 miles across the country (from Schwab) was that Pershing actually does a really good job of knowing where the puck’s going.

Pershing keeps ahead in the mobile space with an Android app and mobile trading

The adoption rate by advisors is still very small but the big clearing is undeterred

March 15, 2011 at 12:30 PM

Rob Klapprodt: "We really pride ourselves on not limiting how our clients do business."

Giant of the broker-dealer tech world takes aim at Advent

Vestmark tailors its platform for RIAs to take advantage of breakaway trends

March 9, 2011 at 3:21 PM

Nevin Freeman: The next decade in advisor tech will see radical new user interfaces that will make typing in a client's address seem like an arcane waste of time.

T3 reflections: Where to watch for the next big advances in RIA technology

Vendors are turning their attention to the part of the software that you see

February 28, 2011 at 3:30 PM

Joel Bruckenstein: Expected weather for #T32011: Mostly sunny all days with highs of 78-81 degrees, lows in the low 60's

The T3 conference heads to the Everglades -- and so does RIABiz

Live-blogging from the industry's in-depth technology event comes on Friday

February 16, 2011 at 5:38 AM

Peter Giza: We’ve been desperate to not pigeonhole RIAs into a situation where they cannot afford us or can’t use us.

RedBlack's Peter Giza gives RIABiz a look under the hood of its Rebalance Express software

New Hampshire-based software maker competes with a lower price and an easy-to-use interface

September 7, 2010 at 4:55 AM

Ben Welch: iRebal’s client base, currently at 67 firms, has doubled in the last two year. It has also experienced a five-fold increase in developers to five full-timers

Tech Review: iRebal thrives after TD Ameritrade acquisition

The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs

August 5, 2010 at 5:32 AM

Vic Gundotra was the master of Googling ceremonies at the event of 5,000 geeks

What RIAs should know about my three days at Google's I/O conference

Less reliance on web connections and cheaper leapfroggings in software-as-a-service are on the way

July 13, 2010 at 6:54 AM

The Apple iPad: a fancy toy, or an efficiency game-changer?

Bill Winterberg outlines the potential benefits and shortcomings of the Apple iPad for advisors

Most software companies and publications serving the market have yet to develop apps

April 8, 2010 at 6:48 AM

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