ProTracker Software Inc. has released an update to its Advantage <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080415/REG/147477097/1102/INTechnologyNews03"" target="”_blank”" rel="noopener noreferrer">customer relationship management</a> application. It also introduced Version 5 of its Compliance Manual product.
Enhanced application and data integration available with second version of Albridge AppLink Albridge Solutions has announced the availability of version 2.0 of its AppLink technology, which is intended for use by its broker-dealer clients and their 100,000 financial advisers.
Morningstar Inc. is trying to shake up the market for portfolio management and reporting software by offering something no one else can offer: its proprietary analytics databases.
PlanPlus Inc. has introduced a free web-based community edition of its financial planning software. Formerly called PlanPlus Web Advisor, the application has been rebranded as PlanPlus Planit and is being unveiled at the Institute of Advanced Financial Planning Conference in London.
E-Z Data Inc. —the company behind SmartOffice a web-based customer relationship management application used by investment advisers— was acquired today by Ebix, Inc. for $50 million.
It seems that every corner of the financial services industry is starting to make use of social media.
Advent Software Inc. unveiled version 3.0 of its Advent Revenue Center product today.
Back in May, we introduced you to <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20090501/REG/905019982&ht=SimpliFi"" target="”_blank”" rel="noopener noreferrer">Sophie</a>, SimpliFi's free virtual financial planner. Well, Sophie's grown up since then. As of today, she's gotten a lot more sophisticated, at least for the customers of financial institutions such as credit unions and banks that provide SimpliFi LLC's Planning Service Plus to their customers.
I'm willing to bet that a number of advisers have a venerable Texas Instruments Inc.<a href="//education.ti.com/educationportal/sites/US/productDetail/us_baii_plus.html"" target="”_blank”" rel="noopener noreferrer">BA II</a> calculator either sitting on their desk, or in a nearby drawer. I'd also be willing to bet that most of you are too self-conscious to be seen in public with it.
TD Ameritrade Institutional today will take the wraps off a new web-based tool designed to help potential breakaway brokers decide whether to join or start a registered investment advisory firm.
