Software

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  1. Articles

    Wealth Access integrates with MoneyGuidePro

    A personal financial management platform is streamlining its process with the financial planning software MoneyGuidePro.

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    Envestnet acquires tech company Upside

    Outsourced investing platform will use Upside's portal for financial planning and investment management in effort to keep advisers ahead of robo trend.

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    To improve portfolio diversification, look to technology

    Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.

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    Transcription app Mobile Assistant gets upgrade, partners with Salesforce

    Mobile Assistant, the transcription app for financial advisers, has integrated with Salesforce and updated its iPhone apps. Advisers who use Mobile Assistant speak their notes into the app on their mobile phone and receive the transcription in their inbox or customer relationship management system

  3. Articles

    Due diligence in the age of flash crashes

    The dominance of algorithms in trading means advisers need to re-evaluate their processes

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    Robo-advisers can't handle complex decisions

    Critical thinking that requires human reasoning spells an opportunity for human advisers

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    Having integrated technology can improve RIAs' businesses

    Examples of how RIAs can make workflows more efficient by making sure their technology communicates

  6. Articles

    Wealthy investors choose traditional advisers over robo-advisers

    Study finds affluent prefer face-to-face meetings, don't trust online advice platforms.

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    Hearsay unveils service to boost advisers' online presence

    Hearsay Social, a social-networking platform for financial advisers, has announced a new program intended to help advisers improve their websites and better connect with new and existing clients.

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    Morgan Stanley data breach focus shifts to hackers from adviser

    U.S. authorities examining whether fired adviser Marsh was targeted by hackers after he took data from the wirehouse.

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    Betterment raises $60 million in new venture capital

    In a new round of funding, Betterment has raised $60 million from private equity firm Francisco Partners, increasing the firm's totalinvestment to nearly $105 million. The new deal for Betterment, a robo-adviser that offers clients diversification and automated rebalancing, highlights the promise

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    Where advisers need to go to find new technology

    This year's T3 Conference provided a wealth of demos, panels and exhibits on tools that can help RIAs grow

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    3 'must do's' from the T3 Conference

    If you don't move now to be one of these “business-like” advisory firms and adopt technology, you can kiss your “practice” goodbye.

  12. Articles

    New defenses necessary for protecting client data

    From the president down, experts say data security is the responsibility of all who hold sensitive information.

  13. Articles

    Integration is the next big thing

    Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms and, in some cases, to share relevant data.