Articles tagged "NetX360"
Headline
Publish date
Nevin looks under the NetX360 hood after it gets 100,000 new users and some overhauling
The ambitious software effort shows signs of 13,000 user comments
November 11, 2010 at 8:10 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 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
BNY Mellon's new RIA custody unit will collaborate [and compete] with Pershing Advisor Solutions
The giant bank believes it can meld technology and sales forces to lure to dug-in breakaways
June 2, 2010 at 5:31 AM
Mark Tibergien is making Pershing an industrial strength custodian with an RIA service touch
The feisty CEO of Pershing's RIA unit believes his offering will speak to big RIAs
March 4, 2010 at 6:47 AM
How Schwab's top tech executive for RIAs ended up with a fledgling competitor
Dan Skiles makes conscious decision to stop his 'Up in the Air' life and discovers the joys of being an entrepreneur
January 11, 2010 at 5:43 AM
FinFolio looks to offer unprecedented flexibility and power, with an intuitive interface
Nevin reviews upcoming Portfolio Management System from the makers of AdvisorMart
November 19, 2009 at 4:55 AM
Black Diamond is winning big accounts from Advent at an impressive clip
The Florida-based upstart has tripled its pipeline of customers since 2008
October 26, 2009 at 5:11 AM
Schwab technology undergoes metamorphosis
Beta tester still has wish list for Schwab upgrades
September 1, 2009 at 7:05 AM
Nevin looks under the NetX360 hood (Part 3 in a 3-article series)
Pershing achieves objectives of giant revamp and leaves room for upgrades
August 14, 2009 at 7:03 AM
Two Broker-dealers pick Pershing for hybrid tech after HybridOne comparison [part two of three in a series]
Capital Analysts and First Allied see true melding of hybrid assets at Pershing
August 10, 2009 at 6:01 AM
Pershing puts RIA custody on desktop of thousands of IBD reps (One of three articles in a series)
Pershing makes mini-custodians out of broker-dealers
