Joel Bruckenstein, a Financial Planning columnist in Miramar, Florida, is co-creator of the Technology Tools for Today conference series and technology guides for advisers. Follow him on Twitter at @FinTechie.
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Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.
June 11 -
A promising app from Finance Logix could help engage clients in the planning process. But there's one key aspect that may prove controversial.
June 1 -
Once known just for CRM, the company has since built out a broader cloud-based suite of tools. Joel Bruckenstein checks out the new offering.
April 9 -
Planners are demanding more sophisticated tools and vendors are responding. Here are the top takeaways from this year's Technology Tools for Today Conference.
March 11 -
Plenty of functionality is missing from this debut product. But for the advisor on the move, theres plenty to like as well.
March 2 -
Advisory firms are finally starting to provide a better experience for tech-savvy clients. Tamarac's new app is a step in the right direction.
January 29 -
A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.
December 31 -
Check out four big shifts that should have a significant impact on the financial advisory industry in the coming year.
December 15 -
As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.
December 1 -
The startup's software could make basic planning available to a much broader audience than the industry currently serves.
October 29