Software

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  1. Articles

    Schwab keeps forced cash allocation for newly announced advisers' robo

    The custodian will require institutional users of its robo-platform to hold a certain amount of assets in cash. (See also: 10 top robo-advisers to watch)

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    Stronghold takes wraps off robo matchmaker

    Stronghold Financial, the advisory firm that found itself at the center of controversy last fall because of its ties to self-help guru Tony Robbins, believes its robo-matchmaking service is ready for prime time.The San Diego-based firm announced Wednesday that it is partnering with Jemstep, an

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    Orion hot and heavy for UMAs

    Orion Advisor Services, looking forward to an infusion of capital from its impending acquisition by TA Associates, has set its sight on unified managed accounts.

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    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

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    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

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    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