Software
Watch breaking news videos and read news updates about Software on investmentnews.com
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What advisers can take away from Google's annual i/o conference
A vision of how good virtual conferences — and possibly even prospect and client meetings — might look in the future.
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What's now and what's next for Morgan Stanley's new trade tool
Trade Flow Insights provides brokers with across-the-board product sales data and insights about those who bought them.
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NetDocuments launches an Apps Marketplace
Release of new content management and collaboration service accompanied by centralized location for third-party software development.
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Attention rocket scientists: Quantopian launches trading pilot program
Just a quick post to pass along news from Quantopian, the open algorithmic trading development platform, trading platform and social hub for quants I first wrote about back at launch in January.
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Cloud cover: Hosted version of Schwab's PortfolioCenter now available
Advisers using the portfolio management application can now have SPT host and maintain it for them
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Android dominating much of the mobile world
While advisers remain heavy users of Apple iPads, much of the world is picking up a new Android smart phone or tablet.
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Savant Capital takes advice online
Advisory firm now offering online version of investment advice available at offices.
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Finect: They have built it (more or less). Will advisers come?
I really want to like Finect, the new social-media network that was launched into open beta last Tuesday.
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Making Social Security claiming strategies a little easier
With all of the interspersed factors to consider when helping determine a client's best Social Security claiming strategy, software can be a godsend. But which tool offers the best output for the cost? I looked into and ran test scenarios through two of the most popular Social Security software
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Pershing to introduce second generation of its mobile platform
Timing unclear but mockups likely at the firm's annual Insite conference in June
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Fidelity Institutional Wealth Services to offer completely cloud-based desktop to RIAs
Offering will include office productivity applications in addition to the firm's WealthCentral platform.
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Schwab website still on the fritz
Denial-of-service attack did not impact customer accounts or data, firm says.
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Pershing integrates with Redtail Technology
Custodian meets CRM in what could be a boon to simplified onboarding for many advisers.
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Comply or die: NRS upgrades 'manual' to the 21st century
Policy Architect will help advisory firms and broker-dealers keep policy manuals up to date, among other features.
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Street appeal: Motif Investing attracts the interest of Goldman Sachs
Motif Investing has raised an additional $25 million in Series C financing from a number of investors, including, for the first time, Goldman Sachs & Co.Goldman's undisclosed investment in the firm joined existing investors including Foundation Capital, Ignition Partners and Norwest Venture
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