Articles written by "Heather Underwood"

Heather is our head advisor technology reviewer. She started writing for RIABiz in April 2010 when she was still in Sausalito, and has kept it up while pursuing her PhD in applied computer science at CU Boulder.

When she's not writing for us or working on research, Heather is an avid runner, hiker, and cyclist. Her most recent challenge is climbing all of the 14,000 ft. peaks in Colorado before completing her degree.

	Title	Date Published
	What Tamarac's overhauling of its Advisor Xi has yielded The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration	Tuesday 1.17.12
	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	Tuesday 7.12.11
	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	Friday 7.1.11
	Review: How Redtail got hot fast among RIAs and how it plans to leapfrog itself Brian McLaughlin's mindset includes: Technology, appealing pricing and bootstrapping growth	Wednesday 6.22.11
	After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system	Wednesday 5.25.11
	Giant of the broker-dealer tech world takes aim at Advent Vestmark tailors its platform for RIAs to take advantage of breakaway trends	Wednesday 3.9.11
	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	Tuesday 9.7.10
	Tech Review: iRebal thrives after TD Ameritrade acquisition The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs	Thursday 8.5.10
	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	Monday 7.12.10
	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	Tuesday 6.29.10
	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	Thursday 6.3.10
	RIABiz takes a peek under the hood of Advent Portfolio Exchange The San Francisco software giant has made customer relationship management a big priority	Wednesday 5.12.10
	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	Monday 5.3.10
	Review: Morningstar Office's web-based platform combines research, advisor tools No-frills interface offers easy access to reports, benchmarking	Monday 4.26.10
	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	Monday 3.29.10
	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	Thursday 3.25.10
	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	Monday 3.15.10

Heather Underwood

Tech Reporter

Articles written by Heather Underwood

What Tamarac's overhauling of its Advisor Xi has yielded
The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration

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

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

Review: How Redtail got hot fast among RIAs and how it plans to leapfrog itself
Brian McLaughlin's mindset includes: Technology, appealing pricing and bootstrapping growth

After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software
Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

Giant of the broker-dealer tech world takes aim at Advent
Vestmark tailors its platform for RIAs to take advantage of breakaway trends

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

Tech Review: iRebal thrives after TD Ameritrade acquisition
The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs

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

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

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

RIABiz takes a peek under the hood of Advent Portfolio Exchange
The San Francisco software giant has made customer relationship management a big priority

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

Review: Morningstar Office's web-based platform combines research, advisor tools
No-frills interface offers easy access to reports, benchmarking

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

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

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

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Heather Underwood

Tech Reporter

Articles written by Heather Underwood

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