Advisor Applications
FinFolio: A Portfolio Management Software Targeted To RIAs With $200 Million AUM And Up
Matt Abar, a rock star among portfolio management software geeks who made millions selling his first PMS company to Advent Software a decade ago, is back.
FinFolio, which I wrote about three years ago, has now launched in 20 RIAs and it’s a serious contender. The slidecast tells the story in detail.
New Retirement Planning App, Likely To Catch On, Illustrates How Technology For Financial Advisors Is In The Midst Of A Creative Upheaval
WealthTrace, a retirement planning app, is pretty much a one-man show. However, the one man is Doug Carey, a 39-year-old Chartered Financial Analyst with undergraduate and graduate degrees in economics who taught himself programming. So it’s a good bet Carey won’t be a one-man show for long.
RIA Performance Reporting Solution, AssetBook, Gets A Nifty New Graphical User Interface
AssetBook, a web-based performance reporting app, has a spiffy new user interface that uses Microsoft Silverlight as its graphics engine.
WSJ Blog Post Notes Trend Toward Online Apps That Might Compete With Advisors
"Even as many financial advisors try to shift upward from the mass-affluent segment to a wealthier clientele, some new Internet-based startups are aiming their services at the not-so-rich," says Wall Street Journal blogger Ruithie Ackerman.
New Salesforce Add On Makes It Easier For Private Wealth Advisors To Embed Workflows In Salesforce
An overlay for Salesforce, recently released by the technology arm of a large RIA, makes it easier to integrate a wealth management firm’s processes deeply with Salesforce.
More Articles ...
- Competitive Intelligence: New Consumer Financial App Offers "The Complete Financial Plan" For $349
- Airing Recent Comments On Advisors4Advisors About MoneyGuide Pro's New Pricing And CashEdge Versus By AllAccounts For Account Aggregation
- RIAs Can Now Provide Clients TD Ameritrade Holdings And Transactions From Their Website Instead Of Sending Clients To TDAI's Website
- Advanced Configuration Settings In AdvisorVault's Client View Aid Broker-Dealers And RIAs
