Software

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  1. Articles

    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.

  2. Articles

    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.

  1. Articles

    NetDocuments launches an Apps Marketplace

    Release of new content management and collaboration service accompanied by centralized location for third-party software development.

  2. Articles

    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.

  3. Articles

    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

  4. Articles

    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.

  5. Articles

    Savant Capital takes advice online

    Advisory firm now offering online version of investment advice available at offices.

  6. Articles

    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.

  7. Articles

    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

  8. Articles

    Pershing to introduce second generation of its mobile platform

    Timing unclear but mockups likely at the firm's annual Insite conference in June

  9. Articles

    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.

  10. Articles

    Schwab website still on the fritz

    Denial-of-service attack did not impact customer accounts or data, firm says.

  11. Articles

    Pershing integrates with Redtail Technology

    Custodian meets CRM in what could be a boon to simplified onboarding for many advisers.

  12. Articles

    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.

  13. Articles

    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

  @IN Wire

May 17 06:53PM
Why we're not in a 1990s-style stock market bubble http://t.co/WJihTJkZYq
May 17 06:31PM
@ddjanowski Dawg on it http://t.co/QoDaR5SDPz Opportunity rover the record breaker

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