Advent Software

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  Top 10 Wealth Management Trends for 2013

  By Joyce Hanson, AdvisorOne  |  January 25, 2013

  Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.

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  Family Offices Spend Third of Time on Financial Reporting: FOX Study

  By Michael S. Fischer, AdvisorOne  |  November 20, 2012

  Done well, reports enable families to make well-informed decisions about their future.

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  Advisor iPad App Allows Client Reviews to Go Anywhere

  By Joyce Hanson, AdvisorOne  |  May 21, 2012

  “As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.

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  The Race for ROI: Now Is the Time to Invest in Technology

  By Timothy Welsh  |  April 24, 2012

  For many advisors, the question isn’t necessarily how to spend money on software, hardware and systems.

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  Outsourcing the Back Office Across the Globe

  By John Sullivan, AdvisorOne  |  March 21, 2012

  Now that Lou Dobbs and other TV talking heads have mellowed on the outsourcing hysteria circa 2004, a sober look at the strategy, especially when it comes to the broker-dealer back office, is yielding positive results in efficiencies and cost containment.

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  Advent Software to Acquire Black Diamond for $73 Million

  By James J. Green, AdvisorOne  |  May 13, 2011

  Portfolio management software firm says Black Diamond’s management and technology will drive its advisor strategy.

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  Cost Basis Rule Changes Push Product Enhancements at Advent Software

  By Danielle Andrus, AdvisorOne  |  December 16, 2010

  To address the upcoming cost basis rule change, Advent Software has enhanced its product and data services to make it easier for advisors to stay in sync with custodians and brokers.

• Fidelity Plans 'WealthCentral'

  By Janet Levaux, AdvisorOne  |  December 1, 2007

  Fidelity Investments says it is developing an online wealth- management platform that integrates registered investment advisors' critical operational systems, including portfolio management, customer relationship management...

• THE GLUCK REPORT, Part I: Enter the Giant

  By Staff writer  |  October 1, 2005

  In what could emerge as a pivotal development in the evolution of the independent advisor segment of the financial services industry, Intuit is launching a...

• THE GLUCK REPORT, Part I: Second Act

  By Staff writer  |  September 1, 2005

  Rob Major, I'm sorry. I apologize for underestimating you. You know a lot more about portfolio management software than I thought you did, and your...