Planner Technologies Need to Talk to Each Otherï¿½
- How Does Your Portfolio Management Software Stack Up?ï¿½. // Journal of Financial Planning;Apr2011, Vol. 24 Issue 4, p13
The article reports on the findings of the research entitled "FPA-ActiFi Adviser Technology Reports: Portfolio Management Edition," by the Financial Planning Association (FPA) and ActiFi Inc. which aimed to determine the use of portfolio management software by financial planners in the U.S. It...
- Choosing right software can be a daunting task. Panko, Ron // Best's Review / Life-Health Insurance Edition;Jun96, Vol. 97 Issue 2, p92
Focuses on the growth of portfolio management software in the United States. Enhancement of sales presentations; Capabilities in database management.
- Accounting systems win customers. Hemmerick, Steve // Pensions & Investments;10/13/1997, Vol. 25 Issue 21, p4
Reports that money managers and some pension funds in the United States are licensing portfolio accounting system software to control investment risks. Percentage of pension funds which license portfolio accounting software; Institutions which have accounting systems in place; Reason Bill...
- Software developers traveling a rocky road. Hemmerick, Steve // Pensions & Investments;4/15/1996, Vol. 24 Issue 8, p3
Focuses on the software system which was developed by State Street Bank and Trust Company in Boston for bond portfolio managers. Name of the software; Information on testing the software at GE Investments; Benefits of using the software; How the system works; Views of Richard Farrelly, of GE...
- More programs link management with trading. Hemmerick, Steve // Pensions & Investments;11/30/98, Vol. 26 Issue 24, p19
Reports that software developers are networking portfolio management and trading software programs through electronic messaging, data and Internet links. Addition of the Financial Information exchange protocols to software programs; benefits from the electronic links.
- Now Anyone Can Be a Robo-Adviser. Ferri, Rick // Journal of Financial Planning;Dec2014, Vol. 27 Issue 12, p28
The article discusses how any financial adviser in America can create a low-cost online portfolio management solutions and be a "robo-adviser" by utilizing various asset management tools and services, focusing on model portfolios involving exchange-traded funds (ETFs). Several different...
- Trust workstation gives portfolio managers new reach. // ABA Banking Journal;May2000, Vol. 92 Issue 5, p66
Introduces the AM Investor 2.0, a computer software launched by Advisor Technology Services for investment professionals. Features and capabilities of the portfolio management product.
- Putting a price on quality financial advice. Kinney, Derrick // Fort Worth Business Press;11/17/2000, Vol. 13 Issue 30, p17
Focuses on the availability of financial planning advisers on the Internet in the United States. Demands for personal financial advice; Details on the payment for the financial advice; Considerations in searching for financial advisers; Importance of financial advisers in making investments.
- Online Access to Money Managers. // Practical Accountant;Aug2000, Vol. 33 Issue 8, p22
Reports on the impact of the Internet on financial planning services in the United States. Direct connection of individual investors to money managers who are willing to manage portfolios at a minimum amount of $50,000; Selection criteria for money management firms.