Financial Computer Support Inc.

• Lessons From the Crisis--Chris Davis

  By James J. Green, AdvisorOne  |  May 13, 2010

  Morningstar founder, chairman, and CEO Joe Mansueto kicked off the 2009 Morningstar Investment Conference by noting the great challenges of the past year for all investors.

• Upgrades

  By Staff Writer  |  October 1, 2008

  Fisher investments has closed on its second acquisition of an RIA firm--Lighthouse Capital Management of Houston, a 20-year-old practice with $460 million in AUM that...

• Morningstar to Acquire Maker of dbCAMS

  By James J. Green, AdvisorOne  |  August 11, 2008

  Morningstar Inc. announced August 11 that it will acquire Oakland, Maryland-based Financial Computer Support Inc. (FCSI), the maker of the dbCAMS+ portfolio management software. After the acquisition is complete, Morningstar plans to incorporate dbCAMS, which provides portfolio management, CRM, and customer billing, into its Principia product line.

• 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...

• THE GLUCK REPORT, Part II: Putting It All Together

  By Staff Writer  |  June 1, 2005

  Portfolio reporting service bureaus have been around for years, so I called eight of them, asking how much they'd charge for handling downloads and reconciliation,...

• Serving Time

  By Staff Writer  |  August 1, 2001

  Portfolio management software is making advisors'