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 itís 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 ó but either way, it was one of the key questions for attendees at Februaryís 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.