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Articles tagged "Figlo"


Linda Strachan was one of the founding team members of EISI when she was a PhD student under Mark Evans at the University of Manitoba.

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
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
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
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Most Emailed Stories »

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Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant
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Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit
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Jeffrey Concepcion: I'd tell you the biggest victory was the vindication and comments from former co-workers.How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giant
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Jennifer Ingham: The B-D relationship is needed because in the RIA world of investments for corporate retirement plans. many funds still pay some sort of revenue sharing.Why a $1-billion Fidelity RIA is placing LPL at the heart of its 401(k) business
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Steve Lockshin: I think we were surprised at the resistance from the entire industry.What led to Advizent's end and why Steve Lockshin is unfazed, even energized