Watch breaking news videos and read news updates about Software on investmentnews.com
Comparing CRM systems: Breaking down the details
Every year, software providers shake up the adviser market by offering a new platform or new tool for their clients. Salesforce recently sent a shockwave with its announcement of a wealth management-driven CRM, shedding itself of its overlay-only tool for advisers. Other platforms, such as Redtail
Why goals-based wealth management has yet to reach its full potential
Current adviser technology needs to be pushed to its limits to help goals-based planning take off
Is there anything left to automate?
Advisory firms use technology for just about everything, and whether or not to automate what's left could generate debate.
Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds
Skeptics say the automated investment services that choose to exclusively target retail investors are finding some success, for now, but won't for too much longer.
Financial data wars heat up as Envestnet sets lofty goals for Yodlee post-acquisition
The firm explains its aggressive M&A strategy and shares its objectives for its newest subsidiary.
Collaboration can result in great accomplishments in adviser technology
Refreshing reminder on the industry's collaborative power at the Fuse conference
Financial Engines to offer more access to human advisers
The 'original robo' bends to customer pressure to offer a hybrid advice product.
Stubborn software vendors buck integration trend, for now
Some technology providers see potential integration partners as competition, while others respond to adviser demands by partnering with rivals.
How independent broker-dealers are utilizing technology today
The InvestmentNews Independent Broker-Dealer Technology Survey was conducted in August. 42 IBDs participated. Below is a snapshot of the technological spending and usage in the IBD channel. Visit InvestmentNews.com/bddata for complete profiles and financials of individual firms.
New financial planning software tries to win market share in a crowded field
Newly launched service provider RightCapital thinks it has created a better mousetrap and is undaunted by the hypercompetitive market.
Envestnet completes first stage of Finance Logix integration
The recently acquired financial planning software is being incorporated into the advisory technology firm's platform.
So advisers have access to more data – now what?
How to apply personal financial information technology, including client account aggregation, to your practice in real time.
Now is the time to evolve your firm's technology
To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.
Fidelity's Durbin to eMoney clients: Nothing is changing
Advisers find eMoney CEO's resignation concerning and wonder what's next for the financial planning tool.
How to talk to your clients about a tech crisis at your firm
Handled incorrectly, a technology failure can undo the brand goodwill RIAs spend years cultivating.