The firm's version 5.2 of its eMoney Advisor 360Pro suite of online financial planning tools will launch this month.
Problems come and problems go, but linking adviser tools so that data entered once can populate several software programs — that's a problem that seems eternal.
Dan Skiles, vice president of Technology for Schwab Institutional, discussed the many issues his team has confronted.
How do you become a better communicator? Learn how in the first of a four-week step-by-step program.
Competition is heating up in the normally sedate world of portfolio re-balancing software.
Top management at H&R Block Inc., parent of H&R Block Financial Advisors Inc., allegedly turned up the heat and threatened a senior executive in the middle of an acrimonious dispute over compensation, according to an arbitration complaint that led to a $4 million award to the executive last month.
Citadel Solutions starting Operational Alpha, the first fully integrated hedge fund trading platform for users of Bloomberg’s AIM institutional order management system.
Many executives said their risk assessment systems had no common control library or were not sure if one existed.
Citi Global Wealth Management will acquire the managed account trading and technology platform of Legg Mason Private Portfolio Group.
The tool can replay the market in simulated real-time at an accelerated or decelerated speed, according to the exchange.
While industry experts and broker-dealers are working to simplify variable annuity processing and cut down on paperwork electronically, software vendors are trying to help advisers easily compare products to comply with suitability requirements.
Despite some quibbles, Act For Financial Professionals is a customer relationship management system that is making many advisers' short lists.
Signature Resources Capital Management has teamed up with Fundquest Inc. to launch a wealth management platform.
LPL Financial will increase its spending on monitoring tools and in other areas to make sure it does not experience a repeat of last year's technology glitches, according to its new chief information officer.
Many advisory firms are already invested in and rely on the comprehensive and complex Worldox application for their document management needs. Now another company — Trumpet Inc. — has come out with an add-on program for Worldox that is meant to help simplify the scanning and accuracy of filing documents.
Ameriprise Financial Inc. is calling 10,000 of its financial advisers to its headquarters for technology training on a grand scale.
Version 7.0 of Junxure, the office management and work flow automation software created by and for financial advisers, will be released in the next few weeks, and it is getting some positive early reviews.
As demand for advisers increases, firms need to project recruitment strategies out to 2012, said Rebecca Pomering of Moss Adams.
Skip Schweiss will stay with the legacy Fiserv Investor Support Services business after all.
