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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
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 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
May 2008
Joel Bruckenstein |
Retirement Good Fortune Silver Financial Planner from MoneyTree Software is one of the top choices for advisors looking for a dedicated retirement planning tool. |
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." |
Financial Planning
July 1, 2012
Joel Bruckenstein |
Tech Tools: Targeting Wage Earners Wouldn't it be nice if there were a technology that could provide meaningful retirement income solutions to those of more modest means? Imagine if advisors could profitably cater to the mass market. RIO may allow advisors to do just that. |
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
February 2007
Joel Bruckenstein |
Easy-To-Use Retirement Software Although they have hitches, these professional retirement planning software packages are surprisingly good for basic planning: OppenheimerFunds Retirement Income Manager 2.0... Retirement Savings Planner From Torrid Technologies Inc... etc. |
Financial Advisor
December 2010
Joel P. Bruckenstein |
X Marks The Spot Tamarac's Advisor X packs promise. |
Investment Advisor
September 2005
Andrew Gluck |
The Gluck Report, Part III: Planning Software Test Drives A review of Oltis Software LLC's Finance Logix Visual Advisor: This is a powerful, graphically rich, sales-oriented program that is easy to use and would satisfy the needs of most financial planners. |
Financial Advisor
January 2012
Joel P. Bruckenstein |
Fast, Easy Game GoalgamiPro is a household balance sheet diagnostic tool that is being offered directly to independent advisors for the first time. A similar version has been available to advisor clients of select financial institutions for about a year. |
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
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. |
Investment Advisor
October 2007
Lauren Barack |
The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too. |
Financial Planning
September 1, 2012
Joel Bruckenstein |
Fiserv Has Software to Help the Independent Advisor New software from Fiserv enables an independent advisor to create a detailed case to persuade a wary client. |
Financial Advisor
November 2010
Joel P. Bruckenstein |
A Clean Path This uncluttered portfolio management system will work best for smaller RIA firms. |
Financial Advisor
September 2012
Joel P. Bruckenstein |
Easy As Pie MoneyGuide Pro: G3 Sets a new standard of excellence for financial planning software. |
Financial Advisor
July 2007
Joel Bruckenstein |
Much-Needed Makeover One of the most widely deployed financial planning programs on the market, Profiles Professional Version 8.0, gets a new look. |
Financial Advisor
September 2005
Joel Bruckenstein |
Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc. |
Financial Advisor
July 2004
Joel P. Bruckenstein |
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction. |
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
October 2012
Joel P. Bruckenstein |
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. |
Financial Advisor
August 2006
Joel Bruckenstein |
First Look At Advisors Office The developers have laid a solid foundation upon which additional functionality can be layered. If and when this occurs, Advisors Office will be an interesting proposition for an office of perhaps three to ten employees, provided the pricing is well aligned with the functionality being offered. |
Financial Advisor
July 2011
Joel P. Bruckenstein |
Market In The Middle OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients. |
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
May 2006
David L. Lawrence |
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. |
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
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Financial Advisor
September 2010
Carty & Carty |
Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims. |
Financial Planning
May 1, 2011
Andrew Rudd |
First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time. |
Financial Advisor
September 2010
David Lawrence |
The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Financial Advisor
March 2011
Joel P. Bruckenstein |
All About Clients Although still a work in progress, Figlo is a new financial planning software package that allows advisors to collaborate with clients more easily. |
Investment Advisor
July 2006
Melanie Waddell |
Retirement Planning: Keying Into Income Needs Two of the top providers of financial planning software -- Morningstar and EISI -- are heeding advisors' calls for help in crafting retirement distribution strategies. |
Investment Advisor
November 2006
Melanie Waddell |
Watch Those Fees! The Department of Labor gets tough on retirement plan fee disclosure. Financial advisors, take note. |
Financial Advisor
June 2005
Joel P. Bruckenstein |
A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve. |
On Wall Street
July 1, 2009
Doug Dannemiller |
Advisors Face Competition from Do-it-Yourselfers Advisors face growing competition from web-based retirement planning services catering to the do-it-yourself instincts of the baby boomers. |
Financial Advisor
July 2011
Joel P. Bruckenstein |
Economic Impact MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance. |
Financial Planning
August 1, 2006
Joel Bruckenstein |
An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market. |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
Financial Advisor
March 2011
Bruce W. Fraser |
Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how. |
On Wall Street
January 1, 2010
Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged. |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
Financial Advisor
January 2007
Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
Financial Planning
September 1, 2006
David Liebrock |
Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market. |
Financial Planning
August 1, 2007
Li et al. |
Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well. |
Financial Planning
February 1, 2007
Joel Bruckenstein |
Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably. |
Financial Planning
December 1, 2008
Joel P. Bruckenstein |
Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey. |
On Wall Street
November 1, 2010
Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable. |
Financial Advisor
March 2008
Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
