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Articles tagged "Technology Review"


Benjamin Baldwin: I did my August monthly statements for my clients, had them up on the website by the first week of the month, and they were already completely out of date!

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
Raj Udeshi: Even on a Bloomberg terminal which you pay $2,500 a month for, there is no aggregated economic data in one place, all together, where it updates in real time. We've done that for the first time here.

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
Ed O'Brien and Page Clark show off the iPhone version of WealthCentral at T3 in Weston, Fla.

Fidelity releases WealthCentral Mobile for the iPhone
Android app to come in Q1

Friday 2.18.11
Nevin Freeman: I got the sense this time around that Kumar and his team really are doing what they can to push the envelope.

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
Ed O'Brien: The natural progression is to improve the open platform in two ways; one is making the integration we have more robust...and two is adding more tools and selection.

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

Thursday 10.14.10
Matt Stroh: Our clients tended to think our service reputation was the best of all the vendors they were working with, and they began relying on us more and more.

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
Marc Cohen: Frankly a number of our attorneys stayed up way too late sitting around a conference table continually throwing out words that could possibly get someone into trouble.

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
Dave Welling: That ability to get data quickly is very powerful.

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
Karla Paxton: We don’t care what we pull, we don’t care where we send it to.

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
Michele Holton: You'll definitely know you're still with Advent; our customers have been pleasantly surprised.

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
Jon Patullo: [Advisors] were stoked that Veo was available on a Mac.

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
Michael Wilson: We are trying to cut down on the number of systems an advisor needs to use.

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

Monday 4.26.10
Dan Kurt: Advertisements are counterproductive for what we are trying to do

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
Heather Underwood goes deep into the made-for-RIA features of BrightScope's website

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
Heather Underwood: Orion is planning on integrating some well known social media constructs, most notably the Facebook Newsfeed or

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

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