Davis Janowski

Davis was Technology Reporter for Investment News from 2007 to 2013, covering software and online services, as well as the latest in computer and mobile hardware technology available for financial advisers. Connect with him on Twitter here: @ddjanowski

Davis Janowski
Displaying 297 results
YOUR PRACTICE FINTECH JUL 29, 2009
Interactive Advisory Software partners with MoneyGuidePro

One of the most popular goal-based financial planning products available for advisers, MoneyGuidePro, has been integrated with Interactive Advisory Software Inc., a comprehensive, cash-flow based system.

YOUR PRACTICE FINTECH JUL 24, 2009
Covestor launches retail multimanaged accounts

The people that brought the world Covestor.com, a portfolio-sharing service for do-it-yourself investors and for those wishing to track them, have launched the Covestor Investment Management multimanaged account, or CVIM MMA for short.

YOUR PRACTICE FINTECH JUL 19, 2009
Tool removes the grunt work from college planning

New software automates the college selection process and financial planning, eliminating hours of manual work for financial advisers.

YOUR PRACTICE FINTECH JUL 19, 2009
Battle to lure advisers via technology heats up

Competition among clearing firms and custodians to woo advisers with technology ratcheted up a notch last week when National Financial Services LLC said that it had integrated the Thomson One wealth management platform into its Streetscape broker workstation.

YOUR PRACTICE FINTECH JUL 17, 2009
Broadridge rolls out enhanced desktop for B-Ds and investment advisers

'Tis the season for rolling out integrated adviser desktops.

YOUR PRACTICE FINTECH JUL 10, 2009
Digital safety deposit box for financial documents launched

A new website hopes to succeed by providing a virtual vault that provides access to vital family documents.

YOUR PRACTICE FINTECH JUN 28, 2009
For family offices, tech fixes are never easy

Complain as they do about technology, financial advisers don't realize how good they have it compared with managers of family offices.

YOUR PRACTICE FINTECH JUN 19, 2009
TraderPlanet.com undergoes redesign

TraderPlanet.com has redesigned its website to improve ease of use and navigation for users who want to keep their trading skills sharp.

YOUR PRACTICE FINTECH JUN 19, 2009
Advisor Products integrates, AdviceAmerica updates software

Advisor Products connects to Redtail’s customer relationship management system, AdviceAmerica Inc. has released its latest version of its financial planning product.

YOUR PRACTICE FINTECH JUN 12, 2009
Laserfiche unveils new process management software

Laserfiche this week rolled out its Avante software solution that combines <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080219/REG/685102440/1102/INTechnologyNews03&amp;ht=&quot;" target="&#8221;_blank&#8221;" rel="noopener noreferrer">document management</a> with work-flow automation tools, and e-mail archiving.