Articles written by "Nevin Freeman"

Nevin writes emails, code, and articles for RIABiz, in that order. Drawn to the Bay Area by the circle of artificial intelligence researches there, he spends his evenings planning how to smoothly transition the world to non-human minds.

	Title	Date Published
	Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008 Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts	Wednesday 10.12.11
	MacroRisk Analytics makes Ph.D-grade economic insight almost RIA-friendly Pricing, user experience and value look good, but still no integration with portfolio management systems	Wednesday 10.12.11
	As advisors flunk social media 101, CRM makers are starting to pick up the slack Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook	Wednesday 9.14.11
	Ebix may hit a CRM sweet spot for some RIAs The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares	Thursday 8.4.11
	Review: EISI is producing a simpler NaviPlan in an effort to keep its towering market share The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once	Thursday 7.28.11
	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	Thursday 7.21.11
	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	Wednesday 6.29.11
	What one big RIA has to say about its switch from Advent Axys to Advent Portfolio Exchange It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy	Wednesday 6.15.11
	How one company is making money by making Advent Axys data portable Empaxis outsources to India and some of its customers use the service before they choose to switch providers	Wednesday 6.15.11
	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	Monday 6.6.11
	Aite Group report: CRM software industry wins RIA respect -- and dollars Tops execs for Redtail and Junxure say growth likely to be much higher than report's estimates	Wednesday 4.27.11
	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	Tuesday 3.22.11
	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	Tuesday 3.15.11
	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	Monday 2.28.11
	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	Tuesday 2.22.11
	T3 Friday Liveblog - updated every two hours - latest: RIA and vendor critiques First day of official conference sessions kicks off bright and early at 8:00am	Friday 2.18.11
	Fidelity releases WealthCentral Mobile for the iPhone Android app to come in Q1	Friday 2.18.11
	The T3 conference heads to the Everglades -- and so does RIABiz Live-blogging from the industry's in-depth technology event comes on Friday	Wednesday 2.16.11
	Orion Advisor Services goes mobile with advisor-branded apps for the iPhone and Android App relies heavily on HTML5, in line with the trend for portfolio management mobile applications	Thursday 1.6.11
	A key Schwab web manager jumps cross country to Pershing Mike Golaszewski will likely join in NetX360-related efforts	Friday 11.19.10
	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	Thursday 11.11.10
	Joining the industry-wide trend, TD Ameritrade announces its upcoming project for "open architecture" technology integration Custodian hopes to open the platform to all vendors that pass a security check	Friday 7.30.10
	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	Tuesday 7.13.10
	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	Monday 6.21.10
	Social media: There's a bigger mistake you could make than offending the SEC Nevin, RIABiz tech guy, weighs in on how advisors ought to approach social media	Monday 6.7.10
	RIABiz's gentle redesign marks the beginning of Q2 An inside look for regular readers	Thursday 4.1.10
	How we have leveraged Google services to jumpstart RIABiz Thinking of building a website? We might advise a closer look at the search giant	Friday 2.19.10
	FinFolio looks to offer unprecedented flexibility and power, with an intuitive interface Nevin reviews upcoming Portfolio Management System from the makers of AdvisorMart	Thursday 11.19.09
	Schwab's big effort yields big improvements Schwab debuts bubbles and liquid in website overhaul	Tuesday 9.1.09
	Nevin looks under the NetX360 hood (Part 3 in a 3-article series) Pershing achieves objectives of giant revamp and leaves room for upgrades	Friday 8.14.09

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Nevin Freeman

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