BoulevardR.com, an interactive website that has been used primarily as a tool for retirement planning, is launching a three-step process that provides an actionable financial plan prepared by a financial planner for $49.
A portfolio modeling and rebalancing tool is being built into an upcoming Fidelity WealthCentral Platform.
A hypothetical adviser I'll call Jim French was excited to implement new financial planning software his firm had introduced.
The largest IDB will allow RIAs to hold fee-based assets with outside custodians; it's also rolling out its own custody platform for RIAs later this year.
Most everyone in the financial industry wants to move from paper to electronic documents, but firms that have rolled out systems to do so — and the broker-dealers providing technical assistance — agree that it will take one to three years to recoup the investment of capital in hardware, in software, and in the time needed to train staff and integrate the new systems into firms' work flow.
Backing up computer files is a vital but tedious way to protect a financial practice.
Brokerage firms can use the tool to determine the extent to which manual tasks can be automated.
Advisers in the market for customer relationship management tools and aware of the popularity of giant Salesforce.com might be interested in examining XLR8 (pronounced "accelerate").
What do you get when you combine an electronic-circuit designer turned accountant with an equity analyst turned fund manager, both of whom like to dabble in programming?
As identity theft continues to wreak havoc on the American public, including those in the financial services industry, firms are rushing to patch up holes in their online defenses with the newest software and processes.
The software vendor eMoney Advisor Inc. added five new modules to the latest version of eMoney 360, its suite of online financial planning tools.
The Motley Fool and Mint.com have announced a partnership in which they will link to each other’s websites.
While most financial advisers rely on financial planning software to steer clients through retirement, many are realizing that charting a retirement path is as much art as science.
Financial advisory firms that are mulling the idea of revamping their company websites can learn some useful lessons from others.
A new search service is available for comparative and cross-archive regulatory research.
Portfolio Director Inc. has announced completion of version 8.1 of its eponymous investment management software product.
The acronym RIA refers, of course, to registered investment advisers.
Advisers are generally satisfied with the dozen-plus retirement-planning software applications and calculators available to them.
RBC Dain Rauscher last week rolled out a new name and a new technology platform.
