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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
November 2010
Joel P. Bruckenstein |
A Clean Path This uncluttered portfolio management system will work best for smaller RIA firms. |
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 Advisor
December 2010
Joel P. Bruckenstein |
X Marks The Spot Tamarac's Advisor X packs promise. |
Financial Advisor
March 2012
Joel P. Bruckenstein |
Upping Their Game The latest versions of eMoney Advisor's wealth management software offer significant improvements. |
Financial Advisor
November 2011
Joel P. Bruckenstein |
Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services. |
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
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
June 2010
Joel P. Bruckenstein |
Catching Up The maker of Finance Logix, a financial planning application, has been consistently improving it. |
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 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 Planning
March 1, 2013
Joel Bruckenstein |
Review: AssetBook's Radar Gets Stronger Radar, a new portfolio management system from AssetBook, addresses shortcomings of the previous offering. |
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 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
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
October 2006
Joel Bruckenstein |
A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more. |
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. |
PC Magazine
April 3, 2009
Kathy Yakal |
Mint.com (Winter 2009) Mint.com is an outstanding way to stay on top of your finances, track your spending, and learn how to save money online... Quicken Home & Business 2009... Yodlee MoneyCenter... |
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 Advisor
July 2012
Joel P. Bruckenstein |
A Better Client Vault Solution? ShareFile has the right balance of price and functionality to make it a serious competitor in the RIA channel. |
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
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 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. |
AskMen.com
Nate Steere |
Best Personal Finance Apps A growing number of people are turning to web- and mobile-based personal finance solutions. Plus, you can access your data from anywhere and it's easy to keep up with your expenses. |
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
August 2008
Joel Bruckenstein |
The Other Side Of The Ledger Financial Crossing helps manage client liabilities. |
Financial Planning
March 1, 2012
Joel Bruckenstein |
Tech Tools: App Innovation SunGard WealthStation Mobile Meeting is a solid example of what an app for advisors can deliver. |
Financial Advisor
March 2004
David J. Drucker |
Morningstar's Workstation Gets More Power The new version will take a dramatic step by offering CRM capabilities. |
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
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. |
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
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 2008
David Lawrence |
Getting The Word Out There are several ways to enhance communication with clients without necessarily increasing the workload for yourself and/or your staff. |
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
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
January 2005
David L. Lawrence |
What's Your Web Site For? Using a `client-centered' Web site as an efficient part of your financial advisory practice. |
Financial Advisor
March 2008
Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
PC World
July 25, 2006
Robert Luhn |
78 Ways to Make Software Do More With these tips and tools, your everyday applications -- from Office to IE, Firefox to ZoneAlarm -- can become faster, more powerful, and easier to use. |
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. |
Investment Advisor
October 2006
Black & Bakker |
Life Support A reader survey suggests how asset managers can be true partners with investment advisors. |
Financial Advisor
November 2003
Joel Bruckenstein |
New And Improved Software providers enhance existing products for financial advisors and add new ones. |
Financial Advisor
March 2012
Joel P. Bruckenstein |
Secure Your Content SafeSync for Business provides a way to securely share and access your firm's data online. |
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. |
Investment Advisor
October 2009
James J. Green |
Getting Estate Planning Help The next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. |
Financial Planning
December 1, 2007
Kevin Barr |
Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor. |
Financial Advisor
May 2006
David L. Lawrence |
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. |
Financial Advisor
July 2004
Joel P. Bruckenstein |
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction. |
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. |
Financial Advisor
September 2011
Joel P. Bruckenstein |
MS Office In The Clouds Office 365 is still in its infancy, but it could be an attractive option for financial advisory firms of all sizes. |
Financial Advisor
March 2011
Andrew Gluck |
2011 Tech Trends Advisors should notice these six developments over the coming year. |
