RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Portfolio Management System"


Headline

Publish date


Rob Fiore: We're finding there's a tremendous amount of activity right now in the RIA space compared to family office and private banks.
July 15, 2011 at 3:02 PM

Benjamin Baldwin: I did my August monthly statements for my clients, had them up on the website by the first week of the month, and they were already completely out of date!

One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives

Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond

June 6, 2011 at 2:57 PM

Michael Lee: It wasn’t ugly before but it’s better and there’s much more data right on the main page

What four beta testers of Black Diamond's new software have to say about it

Testers of Blue Sky say that the product saves them time and effort

June 28, 2010 at 7:28 AM

Dave Welling: That ability to get data quickly is very powerful.

Already known to be cutting edge, Black Diamond shoots for the bleeding edge with total rewrite of its software

RIAs can multi-task, upgrade and customize better with the new portfolio management system

June 21, 2010 at 6:19 AM

FinFolio's graphs are all available on-the-fly, without running reports.

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

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.