May 1, 2013
Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low.
March 10, 2013
The interest in security among independent advisors seemed to have ratcheted up. Perhaps it’s because major custodians have acted to heighten advisor awareness of attacks, or it could be increased media coverage of Chinese hackers targeting U.S. websites — but either way, it was one of the key questions for attendees at February’s Technology Tools for Today conference.
March 1, 2013
Radar, a new portfolio management system from AssetBook, addresses shortcomings of the previous offering.
February 1, 2013
Advisors need to understand some core essentials about the new mold-breaking Microsoft operating system.
February 1, 2013
AdvisorWorks offers advisors an 'outsourced infrastructure' and some smart features. But is it ready for broad use?
December 11, 2012
Here are five key things advisors should understand about the new mold-breaking Microsoft operating system.
December 1, 2012
The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.
November 1, 2012
Several recent trade conferences show that advisory firms are seeking more from their technology vendors.
October 1, 2012
Software that enables advisors to fill out and process forms may not be glamorous, but it is essential.
September 1, 2012
New software from Fiserv enables an independent advisor to create a detailed case to persuade a wary client.
