Mar 1, 2012
Advisor Tested: Market76 is trying to be a better, cheaper platform for advisors -- free, in fact
A former advisor is trying to find the happy medium between jerry-built in-house systems and platforms with too many moving parts
JM
Author
Judy Messina
7 articles
Articles written by Judy Messina
Dec 6, 2011
Advisor Tested: HiddenLevers roots out hidden connections between world events and client portfolios
Ten months in, we talk with two early adopters who are using the tool to check out what-if scenarios like 'Eurozone collapse' to create their what-if scenarios
Nov 11, 2011
Advisor Tested: Arkovi expands and archives a firm's online footprint
Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call
Apr 25, 2011
Advisor Tested: eMoney's automation adds the biggest benefit; account aggregation still building
Web-based software available to clients; Sage Advisors plans to use the iPad to show off the capabilities
Mar 16, 2011
Advisor Tested: Top iPad apps for RIAs
Dragon Dictation, Time Tracker and, surprisingly, iTunes are among those cited by advisors
Feb 7, 2011
Advisor Tested: How LinkedIn can truly build your business and not just feed your ego
Asking to stay in touch beats a cold call hands down
Jan 10, 2011
Advisor Tested: iPad proves ideal for advisors on-the-go; the surprise is the effect on clients
The rock star of the mobile world evolves into a tool for reassurance and retention