Advisor Applications

John Norwood Recognized For Achievement In RIA Technology

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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

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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

One-Trick Apps Are A Key Cause Of The Disruption Revolutionizing Financial Advisor Software; Plus, How To Delete Backgrounds From Photos Easily

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What does the disruption being visited on the financial advice software business have to do with removing background images from photos? Plenty, as it turns out. Recently, I searched the Web for an easy way to delete a background from a head shot photo and came across Clipping Magic, which makes removing an image background as simple as drawing two lines and clicking once. Instead of Adobe Photoshop, I’m now paying $3 a month for a Clipping Magic account, and I used the app with Fritz Meyer's head shot below. Point is, Clipping Magic is contributing to the disruption of the graphics soft

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Orion Now Offering TRX As Part Of Its Solution!

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As the financial advisory business is becoming more complex and competitive, advisors are looking for ways to create scale, enhance service and improve profitability.   Accordingly, technology can play a key role in making this happen.  One very exciting development is the movement by industry technology leaders to work together to create new solutions for advisors.  A great example of that is the new joint venture between Orion Advisor Services and Total Rebalance Expert (TRX).

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Post-Monte Carlo Planning: A Modern Platform For Managing An RIA With A Revolutionary Planning App Based On Safe Savings Rates

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inStream Wealth Solutions allows practitioners to advise clients based on a new approach to retirement planning, a methodology based on safe savings and withdrawal rates. But don’t think of inStream as merely a financial planning app.   In addition to enabling a modernized approach to retirement planning, inStream provides an RIA with a practice management system. It integrates alerts into its financial planning app, along with business intelligence (BI) data, a document management system, mind maps, online collaboration tools for teams, and features supporting other core func

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