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Financial Advisor
November 2008
Joel Bruckenstein |
Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software.   |
Financial Advisor
February 2005
Joel P. Bruckenstein |
First Look---ProTracker Advantage 4.0 This much anticipated upgrade to the CRM stalwart for financial advisers addresses some of the most obvious deficiencies of the earlier version, while adding a few new features that are sure to please current licensees. |
Financial Advisor
July 2008
Joel Bruckenstein |
A First Look A glimpse at Upswing CRM, a Web-based CRM application designed specifically for financial service professionals. |
Financial Planning
January 1, 2007
Joel Bruckenstein |
CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving. |
Financial Planning
May 1, 2012
Joel Bruckenstein |
Tech Tools: Stripped-Down App A consensus is growing in the planning industry that customer relationship management software is essential to running a successful practice. |
Financial Advisor
October 2006
Joel Bruckenstein |
A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more. |
Financial Advisor
July 2005
Joel P. Bruckenstein |
CRM And Integration If it can deliver on their planned improvements, and if it can attract enough critical mass to generate a profit, NationBuilder has the right stuff to become a serious competitor for financial advisors' CRM dollars. |
Financial Advisor
November 2010
Joel P. Bruckenstein |
A Clean Path This uncluttered portfolio management system will work best for smaller RIA firms. |
Financial Planning
June 1, 2012
Joel Bruckenstein |
Tech Tools: Managing Customer Contact Wealth Advisor CRM is a web-based product that seems aimed at small and midsize firms and carries attractive pricing. |
Financial Advisor
August 2004
Joel P. Bruckenstein |
Don't Let the Name Spook You PowerBroker 1.0, a portfolio management and reporting package targeted at independent reps and RIAs, is best suited for young firms. |
Financial Advisor
December 2007
Joel P. Bruckenstein |
Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin. |
Financial Advisor
November 2005
Joel Bruckenstein |
Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive. |
Financial Advisor
March 2005
Joel P. Bruckenstein |
A First Look At CATS This program offers a robust CRM solution for fast-growing financial advisory firms. |
Financial Advisor
October 2010
Joel P. Bruckenstein |
Redtail Revisited Is Redtail poised to leapfrog the competition? |
Financial Advisor
September 2006
Joel Bruckenstein |
Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc. |
Financial Advisor
October 2007
Joel Bruckenstein |
Software Finds The Human Touch Financial advisors, new software from SuccessFactors can make the difference in managing your personnel. |
Financial Advisor
November 2004
Joel P. Bruckenstein |
Opposite Ends Of The Spectrum Portfolio management software for the high-end and low-cost buyer. Portfolio Director... Orion Advisor Services... |
Financial Advisor
February 2009
Joel P. Bruckenstein |
The Case For Integration Fidelity thinks Registered Independent Advisors will benefit from integrated platforms like its new WealthCentral. |
Financial Advisor
March 2011
Joel P. Bruckenstein |
The Commonwealth Way This independent broker-dealer has made great strides in integrating technology systems into its advisory platform. |
Financial Advisor
May 2009
Joel P. Bruckenstein |
CRM Upgrades ClientView CRM Software Inc. has managed to retain what was good in the previous version of its ClientView software, while adding functionality. |
Financial Advisor
April 2005
Joel P. Bruckenstein |
A Good Program Gets Better Junxure-I is now faster and easier to use. |
Financial Advisor
November 2006
David L. Lawrence |
Relationships Revisited Advisors, here are some CRM options, both old and new. Find one that fits your financial advisory practice. |
Financial Advisor
December 2010
Joel P. Bruckenstein |
X Marks The Spot Tamarac's Advisor X packs promise. |
Financial Advisor
February 2006
David L. Lawrence |
Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc. |
Financial Advisor
April 2010
Joel P. Bruckenstein |
Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform. |
Financial Advisor
September 2004
Joel P. Bruckenstein |
Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year. |
Financial Advisor
March 2008
Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
Financial Advisor
December 2005
Joel Bruckenstein |
Under The Radar While relatively unknown, FPS ODS is a desktop software application that works remarkably well as a platform that combines a client relationship management (CRM) system with a financial planning system. |
Financial Planning
April 1, 2012
Joel Bruckenstein |
Tech Tools: Target Engaged One of the themes of February's Technology Tools for Today Conference was a lack of advisor efficiency. Balance Financial's new software for advisors is designed to alleviate this very problem. |
Financial Advisor
February 2008
Joel Bruckenstein |
Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008. |
Financial Advisor
February 2010
Joel P. Bruckenstein |
One For The Short List Document management system Image Executive allows advisors to operate more productively, efficiently and securely. |
Investment Advisor
September 2006
Ken Ziesenheim |
Expert's Corner: The Fiduciary Audit File How to help clients who are themselves fiduciaries: Establishment of a fiduciary audit filing system is your best defense, and constitutes a best practice for fiduciaries. |
Financial Advisor
April 2009
Joel P. Bruckenstein |
An Integration Contender AdvisorConnect integrated software for advisors looks to be a reasonable alternative to Fidelity's WealthCentral. |
Financial Advisor
May 2006
David L. Lawrence |
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. |
Financial Advisor
August 2010
Joel P. Bruckenstein |
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office." |
Investment Advisor
July 1, 2011
Spenser Segal |
The Relationship Manager Customer relationship management software can help you grow your business, but many advisors don't take advantage of all that the technology has to offer. |
Financial Advisor
November 2006
Joel Bruckenstein |
A New Vision The latest version of AdvisorVision, a Web-based financial planning platform from AdviceAmerica, is a big step forward. |
Financial Planning
February 1, 2013
Joel Bruckenstein |
AdvisorWorks Review: Aiming for Integration AdvisorWorks offers advisors an outsourced infrastructure and some smart features. But is it ready for broad use? |
Financial Advisor
April 2006
Joel Bruckenstein |
A Gem For Advisors Black Diamond's highly customizable, Web-based performance reporting solution dazzles financial planners at a recent industry conference. |
Financial Advisor
June 2010
Joel P. Bruckenstein |
Catching Up The maker of Finance Logix, a financial planning application, has been consistently improving it. |
Financial Advisor
November 2007
Joel Bruckenstein |
A Breath Of Fresh Air Financial advisors, the new version of NaviPlan is clean, intuitive and much more responsive. |
Financial Advisor
January 2004
Joel Bruckenstein |
What's New For 2004? The rash of new software could cause financial advisors' heads to spin: Morningstar Workstation 2.0... Account Aggregation AdvisorSites/CashEdge... NaviPlan Version 9.0... Junxure-I 3.0... |
Financial Advisor
May 2007
Joel Bruckenstein |
What's New In MS Outlook 2007 MS Outlook 2007 offers numerous improvements. Those of interest to most advisors improve your ability to do one of the following: find the information you need, prioritize your work, connect/collaborate or work safely. |
Financial Advisor
December 2004
David L. Lawrence |
CRM: An Efficient Client-Centered Model Defining your relationship with a typical client is the most basic and fundamental aspect of a financial practice. Software programs can make client relationship management easier. Here are a few examples. |
Financial Planning
March 1, 2010 |
Special Report: Your Practice Management Questions Answered Advisors answer questions about practice management: Branding... Planning for growth... Coping with revenue roller coasters... more... |
Financial Planning
October 1, 2010
Joel Bruckenstein |
What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs. |
Financial Advisor
September 2004
David L. Lawrence |
Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money. |
Financial Advisor
June 2012
David Lawrence |
The Right Fit Five steps that will help you choose the best CRM software. |
Investment Advisor
November 2007
Lauren Barack |
Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands. |
Financial Advisor
May 2012
Joni Youngwirth |
Two Hats How can you manage your roles as business owner and financial advisor simultaneously? |
