Brokerage firms can use the tool to determine the extent to which manual tasks can be automated.
Advisers in the market for customer relationship management tools and aware of the popularity of giant Salesforce.com might be interested in examining XLR8 (pronounced "accelerate").
What do you get when you combine an electronic-circuit designer turned accountant with an equity analyst turned fund manager, both of whom like to dabble in programming?
As identity theft continues to wreak havoc on the American public, including those in the financial services industry, firms are rushing to patch up holes in their online defenses with the newest software and processes.
The software vendor eMoney Advisor Inc. added five new modules to the latest version of eMoney 360, its suite of online financial planning tools.
The Motley Fool and Mint.com have announced a partnership in which they will link to each other’s websites.
While most financial advisers rely on financial planning software to steer clients through retirement, many are realizing that charting a retirement path is as much art as science.
Financial advisory firms that are mulling the idea of revamping their company websites can learn some useful lessons from others.
A new search service is available for comparative and cross-archive regulatory research.
Portfolio Director Inc. has announced completion of version 8.1 of its eponymous investment management software product.
The acronym RIA refers, of course, to registered investment advisers.
Advisers are generally satisfied with the dozen-plus retirement-planning software applications and calculators available to them.
RBC Dain Rauscher last week rolled out a new name and a new technology platform.
Competition is heating up in the normally sedate world of portfolio-re-balancing software.
The firm's version 5.2 of its eMoney Advisor 360Pro suite of online financial planning tools will launch this month.
Problems come and problems go, but linking adviser tools so that data entered once can populate several software programs — that's a problem that seems eternal.
Dan Skiles, vice president of Technology for Schwab Institutional, discussed the many issues his team has confronted.
Competition is heating up in the normally sedate world of portfolio re-balancing software.
Citadel Solutions starting Operational Alpha, the first fully integrated hedge fund trading platform for users of Bloomberg’s AIM institutional order management system.
