Technology
There’s More To The Internet Than Just The Web
- Details Category: Advisor Applications
It’s hard to deny that the Advisors Assistant team is a bit maverick. Maybe it’s our unusual tenure - 30 years in an industry where many players have less than half our experience. Maybe it’s our location - Pismo Beach is better known for surfing than FinTech. Maybe it’s being family owned and operated in a business filled with venture capital and executives constantly leaping from one firm to another. Whatever it is, we just think different.
Office 365 Webinar Is Must-See TV For RIA CEOs, CCCs, COOs
- Details Category: Software
At today’s live webinar at 4 p.m. EST, which will be made available for replay late tonight, you’ll learn how Office 365 lets you do much of the work you now pay your IT consultant to do.
Office 365, for the first time, makes it possible for an RIA owner to be the administrator of a company network. Many tasks you pay an IT consultant to manage can now be handled by RIA owners as well as staff. The “Admin” panel in Office 365 is a gateway to managing your organization in Office 365.
If you own an RIA, or are CCO, CMO, COO, or CTO at an RIA, this 70-minute s
Shared Calendars in Outlook / Office 365
- Details Category: Software
There were a couple of questions after the Sharing in Office 365 A4A webinar - the live answers to adding shared calendars are in the video below:
John Norwood Recognized For Achievement In RIA Technology
- Details Category: Advisor Applications
John Norwood, who drove technology systems at Schwab Advisor Services from 1995 to 2008, is inventing important RIA technology systems again, earning him A4A’s first-ever Lifetime Achievement In RIA Technology Award. Norwood deserves recognition.
Norwood has been a central figure in the development of independent advisor portfolio management and reporting technology since 1986. And Norwood’s latest work — integrating Global Investment Performance Standards (GIPS) with PortfolioCenter, Advent and other widely-used portfolio management software applications &mdash
The Gluck Report, Behind Schwab's February Bombshell
- Details Category: Advisor Applications
Andrew Gluck wrote the story below for the April 2002 issue of Investment Advisor.
See the RIA Technology Award for Lifetime Achievment Advisors4Advisors gave John Norwood.
A week before I was scheduled to moderate a panel about portfolio management software at the T.D. Waterhouse Institutional conference on February 22, I received a call from TD’s Chris Murtha. Murtha, who was responsible for putting together the TD conference schedule, had received a telephone call a day earlier from Performance Technologies Inc. (PTI), the developer of Centerpiece, info
