Articles tagged "Technology Review"


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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

June 6, 2011 — 2:57 PM UTC

How HiddenLevers is using the web to bring wirehouse-type economic analysis to RIAs

Company offers RIABiz readers interested in beta testing their new product 85% off the price

February 22, 2011 — 5:54 AM UTC

Fidelity releases WealthCentral Mobile for the iPhone

Android app to come in Q1

February 18, 2011 — 6:17 AM UTC

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 — 8:10 AM UTC

Technology review: Fidelity's WealthCentral is solid and smart but still has seams

Getting people to switch is complicated because it means getting a commitment and collecting big fees

October 14, 2010 — 4:25 AM UTC

A close look at Tamarac's Advisor 9 and its strategic use of Schwab software

The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features

July 12, 2010 — 5:53 AM UTC

MarketCounsel's MailBanc automates away some of the liability risk of instant communications

A web-based email archiving and compliance tool for small to mid-size RIAs

June 29, 2010 — 4:21 AM UTC

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

June 21, 2010 — 6:19 AM UTC

Tech Review: ByAllAccounts has built its company brick by brick and the result is a solid product

The account aggregation provider's interface isn't flashy, but it functions well

June 3, 2010 — 5:20 AM UTC

RIABiz takes a peek under the hood of Advent Portfolio Exchange

The San Francisco software giant has made customer relationship management a big priority

May 12, 2010 — 5:26 AM UTC

TD Ameritrade's technology, Veo, wins high praise from advisors so RIABiz took a look

Veo got a head start and has unique third party tools

May 3, 2010 — 6:12 AM UTC

Review: Morningstar Office's web-based platform combines research, advisor tools

No-frills interface offers easy access to reports, benchmarking

April 26, 2010 — 4:33 AM UTC

RIA Central has launched its bid to be the Facebook of RIAs

Heather takes a close look at how Fugent has pieced together a pioneering effort

March 29, 2010 — 6:37 AM UTC

How BrightScope is using technology to create order in a messy 401(k) market

A San Diego-based company gives a peek behind the curtain of many of the 60,000 largest defined contribution plans

March 25, 2010 — 5:27 AM UTC

A closer look at Orion Advisor Services' software and what's in store for its next release

Eric Clarke's Omaha company has wedged its way into the RIA consciousness with good reason

March 15, 2010 — 6:10 AM UTC
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