The startup's software could make basic planning available to a much broader audience than the industry currently serves.
The third edition of Redtail's highly popular CRM application seems destined to help the company hold its leading position.
From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms.
A new version of Oranj aims to help advisors be more strategic in the ways they run their businesses.
Fidelity's new Office of the Future complex highlights the tech trends most likely to shake up your workspace.
A standalone application, Pocket Risk, helps advisors gauge clients’ risk aversion and anticipate behavior during downturns.
While the cloud shift and mobile tools continue to dominate, a few newer patterns emerged at this year's T3 conference.
A prominent provider of custodial services to RIA firms takes a big step to upgrade its core technology platform.
The Money Tree Total Planning Suite has been totally rewritten for the cloud. But does it have the flair some planners are looking for?
The survey data tells us what's been going on this past year, but it doesn't tell you what's going to happen next year. Here are a few modest technology predictions for 2014.
Among the BIG Trends identified in Financial Planning's latest Tech Survey: movement toward the cloud, better B-D technology & shifts in CRM, portfolio and rebalancing software. Here's the full report.
Somewhat belatedly, ProTracker is offering a version of its CRM software that is neither desktop- nor server-based.
A preview of the company’s new cloud-based CRM tool suggests a solid beginning.
Omyen's planning technology offers advisors a variety of modules that provide focused guidance.
Pershing's technology platform for advisors gets a far-reaching upgrade.
Two new services allow advisors to deliver online content to clients and prospects via social networks.
A veteran equities analyst has created an iPad app for financial professionals that offers detailed stock and sector ratings.
Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low.
The interest in security among independent advisors seemed to have ratcheted up. Perhaps it’s because major custodians have acted to heighten advisor awareness of attacks, or it could be increased media coverage of Chinese hackers targeting U.S. websites — but either way, it was one of the key questions for attendees at February’s Technology Tools for Today conference.
Radar, a new portfolio management system from AssetBook, addresses shortcomings of the previous offering.