Articles tagged "Technology Review"
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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
How HiddenLevers is using the web to bring wirehouse-type economic analysis to RIAs
Company offers RIABiz readers interested in beta testing their new product 85% off the price
February 22, 2011 at 5:54 AM
Fidelity releases WealthCentral Mobile for the iPhone
Android app to come in Q1
February 18, 2011 at 6:17 AM
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
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
A close look at Tamarac's Advisor 9 and its strategic use of Schwab software
The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features
July 12, 2010 at 5:53 AM
MarketCounsel's MailBanc automates away some of the liability risk of instant communications
A web-based email archiving and compliance tool for small to mid-size RIAs
June 29, 2010 at 4:21 AM
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
Tech Review: ByAllAccounts has built its company brick by brick and the result is a solid product
The account aggregation provider's interface isn't flashy, but it functions well
June 3, 2010 at 5:20 AM
RIABiz takes a peek under the hood of Advent Portfolio Exchange
The San Francisco software giant has made customer relationship management a big priority
May 12, 2010 at 5:26 AM
TD Ameritrade's technology, Veo, wins high praise from advisors so RIABiz took a look
Veo got a head start and has unique third party tools
May 3, 2010 at 6:12 AM
Review: Morningstar Office's web-based platform combines research, advisor tools
No-frills interface offers easy access to reports, benchmarking
April 26, 2010 at 4:33 AM
RIA Central has launched its bid to be the Facebook of RIAs
Heather takes a close look at how Fugent has pieced together a pioneering effort
March 29, 2010 at 6:37 AM
How BrightScope is using technology to create order in a messy 401(k) market
A San Diego-based company gives a peek behind the curtain of many of the 60,000 largest defined contribution plans
March 25, 2010 at 5:27 AM
A closer look at Orion Advisor Services' software and what's in store for its next release
Eric Clarke's Omaha company has wedged its way into the RIA consciousness with good reason
