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.
Technology helped us build an office, but challenges remain.
Our Building the Business columnists
One advisory firm's experience with rebalancing software.
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.
How two partners came to be Mosaic.