Articles tagged "Technology"


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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 — 3:08 PM UTC

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 — 2:15 PM UTC

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 — 3:14 PM UTC

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 — 5:59 AM UTC

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 — 3:06 PM UTC

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 — 2:00 PM UTC

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 — 2:52 PM UTC

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 — 12:30 PM UTC

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 — 3:21 PM UTC

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 — 3:30 PM UTC

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 — 5:38 AM UTC

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 — 4:55 AM UTC

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 — 5:32 AM UTC

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 — 6:54 AM UTC

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 — 6:48 AM UTC