In an effort to attract stockbrokers migrating to a fee-based advisory practice, First Allied Securities Inc., next week will introduce a “hybrid” operational platform that has been engineered by Pershing LLC.
StreetSmart CRM to offer conference calling feature I'll soon be taking a fresh look at <a href="http://www.investmentnews.com/apps/pbcs.dll/section?category=INTechnologyNews03&IssueDate=20080415" target=”_blank”>customer relationship management</a> software and software-as-a-service providers, and one that a few advisers have asked me about is StreetSmart from InfoStreet Inc.
TD Ameritrade Institutional today will take the wraps off a new web-based tool designed to help potential breakaway brokers decide whether to join or start a registered investment advisory firm.
Before deciding where to wine and dine your significant other, chances are you will take a gander at a restaurant review or two online.
To date, Tamarac Inc. has been known for its re-balancing and trade order generation platform, but that is about to change. The company is simultaneously making two announcements.
Version 8 of Junxure <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080415/REG/147477097/1102/INTechnologyNews03"" target="”_blank”" rel="noopener noreferrer">customer relationship management</a> software and Junxure Mobile, a separate product that will provide advisers on-the-go access to their CRM database, are slated to be released soon.
Schwab Institutional last week unveiled a significant redesign of its website for financial advisers.
Clients will be able to rate their financial advisers using a website launched this week.
Rydex SGI has taken its alternative investment message to a new medium with the launch of a new website, <a hef=http://www.GetAlts.com>GetAlts.com</a>.
Schwab Institutional today unveiled a significant redesign of its website for financial advisers.
The popular MarketScope Advisor platform from Standard & Poor's has a new addition this week, a bond research portal.
In the wake of last year's market meltdown and the ensuing spate of financial scandals, many advisory firms are taking a second look at their compliance technology.
The registered investment advisory firm Curian Capital this week launched a platform that it is classifying as a unified-managed-household solution.
Envestnet unveils tax management overlay; Cabinet NG's document management software updated
First Allied Securities Inc. has high hopes for its new wealth management platform, Guided Portfolio Solutions, the first piece of which was unveiled Thursday.
One of the most popular goal-based financial planning products available for advisers, MoneyGuidePro, has been integrated with Interactive Advisory Software Inc., a comprehensive, cash-flow based system.
The people that brought the world Covestor.com, a portfolio-sharing service for do-it-yourself investors and for those wishing to track them, have launched the Covestor Investment Management multimanaged account, or CVIM MMA for short.
New software automates the college selection process and financial planning, eliminating hours of manual work for financial advisers.
Competition among clearing firms and custodians to woo advisers with technology ratcheted up a notch last week when National Financial Services LLC said that it had integrated the Thomson One wealth management platform into its Streetscape broker workstation.
