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Hosted version of PortfolioCenter is now available
Schwab Performance Technologies officially announced the availability of PortfolioCenter Hosted two weeks ago.
Quantopian launches trading platform 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 that I first wrote about back when it was launched in January.
Takeaway from Google conference: Get ready for video
A vision of how good virtual conferences — and possibly even prospect and client meetings — might look in the future.
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.
NetDocuments launches an Apps Marketplace
Release of new content management and collaboration service accompanied by centralized location for third-party software development.
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.
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
Savant Capital takes its advice online
Savant Capital Management Inc. is offering technology-savvy investors an online version of the comprehensive investment advice that its financial advisers provide to clients who come into one of its offices.
A random — but valuable — chat
A random meeting at the Envestnet | Tamarac confab leads to an interesting discussion about investing, trading and being proactive. Davis D. Janowski explains.
With Schwab, advisers voice their views in the MarketSquare
Schwab PortfolioCenter received an overall rating of four out of five stars from advisory firms on the new Schwab OpenView MarketSquare site — built by Schwab Intelligent Technologies — which opened for business last Monday.
Social Security software options
With different levels of sophistication and price, which claiming-strategy tool is optimal?
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.
Advisers discuss the operational complexities of trading
Breakfast at the Envestnet | Tamarac summit last week turned into a technology commiseration session.
Davis D. Janowski: How does Schwab PortfolioCenter rate with advisers?
Schwab PortfolioCenter received an overall rating of four out of five stars. So says the new Schwab OpenView MarketSquare site built by Schwab Intelligent Technologies, which was announced as open for business Monday. Five stars is the highest rating a product can receive and the review was based
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.
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews