Implementing rebalancing software can yield significant savings in both overhead and time spent managing client portfolios.
Here's a product that leverages off-the-shelf software to jump-start account aggregation.
Some software vendors, such as Junxure-i and MoneyGuide Pro, see the future as integration, not consolidation.
Some trends and products that Joel sees emerging in the coming year.
One advisory firm's experience with rebalancing software.
Technology helped us build an office, but challenges remain.
Our Building the Business columnists
How two partners came to be Mosaic.