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Content tagged "Schwab PortfolioCenter"


Schwab Advisor Services

Filed under: Asset Custodian
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Bernie Clark: We're going to rewrite the whole portfolio management tool.

Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking
Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says

Friday 7.25.14
Eddie Wong: It's been quite an adventure with FinFolio -- a good one.

Braving setbacks, FinFolio wins a $1.6 billion RIA and dark-horses its way on to the software track
Index Fund Advisors carefully vetted Tamarac, Orion and Black Diamond for a year but gambled on the newer, smaller vendor -- with the veteran quarterback, Matt Abar

Tuesday 11.6.12
Bill Crager: I think advisors are going to want something more end to end...we think that's going to be a competitive difference.

Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard

Tuesday 2.21.12
Alan Carlisle: Between Orion and Envestnet, it came down to pricing.

Orion wins another RIA with $1 billion-plus in AUM
Hanson McClain is switching over from Schwab PortfolioCenter and Envestnet was the runner-up

Thursday 9.22.11
Ted Rich will consider switching from RedBlack's rebalancing software to the new Black Diamond offering.

AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments
The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering

Tuesday 9.13.11
Peter Hess: We are continuing to aggressively reinvest Black Diamond’s profits back into the business to accelerate our ability to expand [its] feature set and serve even more clients.

How Advent plans to make money with purchase of 'break-even' Black Diamond
Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable

Thursday 9.1.11
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
Aaron Grey: People working with us don’t have to sacrifice anything in terms of life’s little conveniences.

How Orion Advisor Services became a mobile device pioneer and how competitors plan to react
The first-mover edge may hold for a while for Black Diamond and Orion

Thursday 1.6.11
Mike Williams: We’ve been completely rewriting our reporting capability to get it up to this day and age.

Schwab PortfolioCenter may be poised to shed its utilitarian image
Long a favorite for the small RIA, its spiffier reports and early admission in Schwab's grand technology plan give it a bigger future

Friday 9.17.10
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
Peter Hess: [The concern] is getting existing Advent clients to rethink their relationships with us. That’s our biggest uphill challenge.

Advent Software is moving ahead in the RIA tech market-- even if most Axys users refuse to budge
Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers

Monday 5.10.10
Frederick Van Den Abbeel has made CNBC his ally in recruiting RIAs to his Florida-based custodian

Trade-PMR is elbowing its way into the RIA custody market with cheap software and expensive advertising slots
Florida custodian is opening its doors to career-changers and smaller IBD reps who want to become RIAs

Wednesday 2.10.10
Advent Software's five-year non-compete clause was not long enough to suppress Matt Abar

The executive Advent bought and buried is back with a vengeance
Matt Abar's second act looks formidable, say beta clients and industry experts

Wednesday 12.2.09

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