Watch breaking news videos and read news updates about Software on investmentnews.com
Portfolio rebalancing breakdown
Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client's portfolio one by one, advisers can change a batch of accounts, view assets and review recommendations.
Cybersecurity for the insecure RIA
Ways to prevent a bad outcome when examiners come to assess your cybersecurity efforts
Time to overcome your fear of video
When in-office meetings are not practical, the need for personalized communication is heightened, and face-to-face communication can make the difference between keeping or losing a client.
Deploying technology for financial firms
Alexey Sokolin sees possible applications for cryptocurrencies, image recognition in adviser space
Commonwealth Financial builds its own client management system
Commonwealth Financial Network has created its own CRM to replace its previous Microsoft Dynamic model.
Is it possible to add clients, earn more and work less?
Even for small 'lifestyle practices,' technology can help make a firm more efficient and successful.
MoneyGuidePro, eMoney bring data entry directly to clients
Two financial planning software firms plan to give advisers option to offload nitty-gritty to clients.
How automation and integration can turn advisory firms into well-oiled machines
Advisers that resist embracing a truly integrated technology platform are missing out
Merrill Lynch is developing its own robo-adviser
Merrill Lynch has dozens of employees working on a robo-adviser prototype for Merrill Edge that's set to be unveiled next year.
Tech firms aim to be one-stop shop for advisers
Some vendors load all services onto one dashboard, others are partnering to offer a broader range of services.
Cybersecurity efforts still falling short at financial services firms
Report cites policy, accountability and disaster recovery as three areas of weakness.
Riskalyze seeks to leverage DOL fiduciary rule with wealth management platform
Riskalyze, the company that offers risk assessment and alignment with client portfolios, has created a wealth management dashboard that links the company's three services: risk, a robo-adviser and compliance. The Real-Time Wealth Management Enterprise is designed to solve four problems that Aaron
BlackRock launches retirement income calculator
Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.
Technology can help advisers manage mutual fund capital gains taxes
Hit this year could be big as many client portfolios are down and funds project steep distributions.
Advisers who up the ante with tech have bigger books of business
Advisers who up the ante with tech have bigger books of business Those who embrace change and use online tools engage more with clients Oct 29, 2015 @ 7:00 am By Alessandra Malito + Zoom Advisers who take advantage of technology tools — anything from video conferencing software to all the features