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.
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.
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.
Advisors need to understand some core essentials about the new mold-breaking Microsoft operating system.
AdvisorWorks offers advisors an 'outsourced infrastructure' and some smart features. But is it ready for broad use?
Here are five key things advisors should understand about the new mold-breaking Microsoft operating system.
The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.
Several recent trade conferences show that advisory firms are seeking more from their technology vendors.
Software that enables advisors to fill out and process forms may not be glamorous, but it is essential.
New software from Fiserv enables an independent advisor to create a detailed case to persuade a wary client.