Articles tagged "WealthCentral"
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Clara Shih lands new Salesforce AI power title, with 'healthy' trepidation • Skience patents onboarding auto-fill for RIAs • Another Brit invasion [attempt] meets its Breed's Hill • Defusing an RIA time bomb
If Salesforce gets winning [and safe] AI strategy, thank Hearsay founder • Salesforce reseller patently harvests data to onboard assets • Kingswood thoughts IBDs were US trash but Brit treasure
March 27, 2024 at 1:47 AM
Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?
'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything
May 1, 2013 at 11:59 PM
Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now
Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged
October 31, 2012 at 6:54 PM
Schwab finally hops on the iPhone app bandwagon -- to the iTune of 30,000 potential RIA employees
The big custodian went live on Thursday morning after a pilot with 15 advisors -- and about 18 months after Fidelity
June 29, 2012 at 4:37 AM
As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3
The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways
February 23, 2012 at 4:03 AM
Fidelity is set to add Envestnet, Redtail, Morningstar, AppCrown and Salesforce to WealthCentral
Early to the integration game, the Boston giant will seek to pad its lead -- but it could take a while to execute
September 28, 2011 at 3:09 AM
(Updated April 11) Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors
Pershing appears to have a lead in this area
April 11, 2011 at 1:41 PM
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
March 22, 2011 at 2:52 PM
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
October 14, 2010 at 4:25 AM
(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps
WealthCentral lures breakaways to FIWS and it may also work for National Financial
October 1, 2010 at 4:09 AM
Fidelity Institutional and Black Diamond tie the knot through WealthCentral
The companies promise 'bi-directional' integration
September 23, 2010 at 12:44 PM
Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch
The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations
August 31, 2010 at 12:53 PM
Schwab unveils a plan to create a grand ecosystem of top technology vendors to RIAs
Executives of the San Francisco RIA custodian believe they can take integration further than Fidelity's WealthCentral
May 11, 2010 at 6:08 AM
Outsourcing begins to catch fire at Advent Software
Hess recognizes that a new breed of advisor doesn't want the 'dirty work'
