Advisor Applications
Morningstar Retools New Fund Outlook Ratings To Avoid "Confusion" With Bonds
Nobody at Morningstar seems to have been thinking about the bond market when they developed their new mutual fund outlook ratings, but someone must have raised an objection.
New App For Diagnosing Health Issues Indicates How Personal Financial Advice Apps Will Also Behave
HealthTap Express allows the 89% of patients who turn to search engines instead of their local doctors for health information to do so in an objective and relatively "clinical" environment on mobile devices. Now think of what this means to financial advisors.
How Is Document Management Software For Advisors Different From Client Vaulting?
Document management systems for advisors, which enable advisors to create a paperless office, are crucial for record keeping and efficiency. They’re legally required for Registered Investment Advisers.
But they are not designed for client access.
Private Client Resources To Integrate HiddenLevers' Macro Analysis Offerings
Private Client Resources, LLC (PCR), whch provides wealth aggregation solutions for wealth managers, is partnering with HiddenLevers, a macro economic analysis platform.
Schwab Says Its Strategy For An Integrated Advisor Desktop Is Deep But Not Wide, Following TD's Announcement Of Its Salesforce Integration
Schwab Advisor Services says its strategy to create an integrated advisor desktop is focused on best of breed apps and “meaningful integration,” differentiating it from TD Ameritrade Institutional’s open-architecture strategy that gives advisor’s more choice of apps.
More Articles ...
- TD Ameritrade Integration With Salesforce Outdoes Schwab's Effort
- Hurricane Irene Battered East Coast, But Advisor Websites Hosted By Advisor Products Stayed Live
- Data Shows Advisors Deeply Integrating AdvisorVault's Secure Document Sharing Into Their Daily Routine
- Schwab Advisor Services Integration With Salesforce Moves Into Production Next Month
