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Articles tagged "Technology"


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

Thursday 7.21.11
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

Tuesday 7.19.11
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

Tuesday 7.12.11
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

Friday 7.1.11
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

Wednesday 6.29.11
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

Tuesday 5.24.11
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

Tuesday 3.22.11
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

Tuesday 3.15.11
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

Wednesday 3.9.11
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

Monday 2.28.11
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

Wednesday 2.16.11
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

Tuesday 9.7.10
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

Thursday 8.5.10
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

Tuesday 7.13.10
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

Thursday 4.8.10
FinFolio's graphs are all available on-the-fly, without running reports.

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
Liz Hayden: It should be possible to make across-the-board portfolio changes with just a few keystrokes

Here’s how advanced trading technology boosts financial advisors even if they eschew market timing
Done right, model portfolios solve a host of efficiency problems

Tuesday 10.20.09
Nevin Freeman: Advisors can find quarterly balances for billing purposes

Schwab's big effort yields big improvements
Schwab debuts bubbles and liquid in website overhaul

Tuesday 9.1.09
Nevin Freeman: RIABiz webmaster and tech critic at large

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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