Advisor Applications

Advent Software Says It Will Remain Independent After Reviewing Its Options, But What’s Really Going On?

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Advent Software, which makes portfolio management software (PMS) for RIAs, says it has decided to remain independent, sending its stock tumbling today. It's unusual for a company to issues a press release saying it plans to stay independent when no one has announced intentions to buy it. So what’s really going on here?

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inStream Solutions Previews Integration With Redtail CRM; Innovative Financial App Adds Top Executives

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inStream Solutions previewed its integration with Redtail CRM today, marking the startup company’s first major step in integrating with other applications and threatening to disrupt the market for financial planning software.

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Canadian Portfolio Management Software Company With 7,000 Users Coming To America; Low-Cost, Feature-Packed System

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A Quebec-based portfolio management software (PMS) company serving 7,000 Canadian advisors is coming to America. Croesus Finansoft, a nationally-known advisor technology company from Quebec, Canada, will set a new standard for value in performance reporting by U.S. RIAs.

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TRX Rebalancing Software Integrates With Morningstar Office's Portfolio Management Software And Is Emerging As A Major Player In Rebalancing For RIAs

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Total Rebalance Expert (TRX) today announced an integration with Morningstar Office, a portfolio management platform that includes Morningstar's research and analytics on mutual funds, stocks and other investment products.

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A Tale Of Two Studies: Highlights From The Cisco Wealth Management Study And FPA Compensation Study

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Cisco’s Internet Business Solutions Group (IBSG) recently released a study looking at wealthy investor’s attitudes about how they use technology and how they engage with their financial advisors. The FPA recently released their 2012-2013 compensation study. Here are highlights from both studies.

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