One back-office tech provider wants to empower financial advisors with the ability to work like Thomas Crown.
In a farewell report, MorningstarAdvisor.com technology columnist Bill Winterberg reflects on the advancements and evolutions in cloud-based and mobile technology, CRM, portfolio management, rebalancing software, and online advice over the last four years.
As providers perform a growing number of portfolio management software database conversions, advisors should no longer feel captive to any one portfolio management system.
Implementing rebalancing software can yield significant savings in both overhead and time spent managing client portfolios.
Condensed client report software look to fill the gap between financial planning tomes and no planning at all.
This year's Best Tech for Advisors Award winners are likely to increase advisor growth and productivity in 2012 and beyond.
More advisors are ditching their servers in favor of the cloud, minimizing IT costs and freeing up more time for client service.
Here's a product that leverages off-the-shelf software to jump-start account aggregation.
This platform-agnostic suite of tools might be just what you need.