First Allied Securities Inc. has high hopes for its new wealth management platform, Guided Portfolio Solutions, the first piece of which was unveiled Thursday.
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.
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.
New software automates the college selection process and financial planning, eliminating hours of manual work for financial advisers.
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.
'Tis the season for rolling out integrated adviser desktops.
Complain as they do about technology, most financial advisers don't realize how good they have it compared with advisers who work for family offices.
A new website hopes to succeed by providing a virtual vault that provides access to vital family documents.
Complain as they do about technology, financial advisers don't realize how good they have it compared with managers of family offices.
TraderPlanet.com has redesigned its website to improve ease of use and navigation for users who want to keep their trading skills sharp.
Advisor Products connects to Redtail’s customer relationship management system, AdviceAmerica Inc. has released its latest version of its financial planning product.
ExpertPlan Inc., a private-label provider of retirement plan record-keeping services, has purchased a portion of Automatic Data Processing Inc.’s retirement services record-keeping business.
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&ht="" target="”_blank”" rel="noopener noreferrer">document management</a> with work-flow automation tools, and e-mail archiving.
All eyes are on Pershing LLC's new technology platform to see whether it will fulfill its promise to offer advisers full integration with third-party technology vendors.
PlanPlus has added Spanish-, Chinese- and French-language versions of its software, which before had been available only in English.
Pershing LLC has launched NetX360 for advisers, after a two-year project to consolidate existing systems into a single technology.
The paperless office is more appealing to financial advisers than ever — at least if the amount of e-mail I receive on the subject is any indication.
Dan Skiles, formerly the vice president of adviser technology with Charles Schwab & Co. Inc., today joined Shareholders Service Group Inc. of San Diego, a brokerage and custodial firm for independent registered investment advisers.
Mutual funds that invest in technology stocks are producing great returns — a sign that the market in general is improving, some say — and investors are starting to respond.
The service looks into the background of financial advisers through civil and criminal background checks, credit reports, financial liens and bankruptcy proceedings and more.
