Articles tagged "Technology"
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Former Microsoft executives are out to make Figlo compete with EISI
The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs
July 21, 2011 at 3:08 PM
RIAs fed up with Facebook should hop on the Google+ bandwagon
The new social medium embraces the fact that people need CRM for their lives
July 19, 2011 at 2:15 PM
Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
The updated user interface was built on the same technology at Gmail and it shows
July 12, 2011 at 3:14 PM
Turnaround artist has almost completed her revamp of Cornerstone Revolutions
Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech
July 1, 2011 at 5:59 AM
How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
June 29, 2011 at 3:06 PM
Purchasing too much technology has its own dangers for RIAs
The more sophisticated the system you buy, the more commitment and expertise it will require
May 24, 2011 at 2:00 PM
Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android
Functionality is just like the iPhone version, with no mobile trading yet
March 22, 2011 at 2:52 PM
Pershing keeps ahead in the mobile space with an Android app and mobile trading
The adoption rate by advisors is still very small but the big clearing is undeterred
March 15, 2011 at 12:30 PM
Giant of the broker-dealer tech world takes aim at Advent
Vestmark tailors its platform for RIAs to take advantage of breakaway trends
March 9, 2011 at 3:21 PM
T3 reflections: Where to watch for the next big advances in RIA technology
Vendors are turning their attention to the part of the software that you see
February 28, 2011 at 3:30 PM
The T3 conference heads to the Everglades -- and so does RIABiz
Live-blogging from the industry's in-depth technology event comes on Friday
February 16, 2011 at 5:38 AM
RedBlack's Peter Giza gives RIABiz a look under the hood of its Rebalance Express software
New Hampshire-based software maker competes with a lower price and an easy-to-use interface
September 7, 2010 at 4:55 AM
Tech Review: iRebal thrives after TD Ameritrade acquisition
The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs
August 5, 2010 at 5:32 AM
What RIAs should know about my three days at Google's I/O conference
Less reliance on web connections and cheaper leapfroggings in software-as-a-service are on the way
July 13, 2010 at 6:54 AM
Bill Winterberg outlines the potential benefits and shortcomings of the Apple iPad for advisors
Most software companies and publications serving the market have yet to develop apps
