Interactive Advisory Software

• Special Technology Articles

  By Staff Writer  |  February 1, 2008

  Hi-Yo Silver! Your Silver Bullet aims to be the "euro" of advisory software by creating a kind of common denominator that eases the way for different...

• 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 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,...

• THE GLUCK REPORT, Part II: Two Fine PMS Systems

  By Staff Writer  |  March 1, 2005

  After spending 80 hours over the past three months researching nine portfolio management software products for independent advisors, some leading products and trends have emerged....

• THE GLUCK REPORT, Part II: Portfolios, via the Web

  By Staff Writer  |  February 1, 2005

  Broker/dealers want to be able, for compliance reasons, to monitor how reps invest client funds. They also want to exert control over them for business...

• New Kids In Town

  By Staff Writer  |  November 1, 2003

  When it comes to portfolio management and performance reporting, many independent advisors can only wish for new choices. Now, they are getting their wish. Over...

• Part 1: The New Old Kid

  By Staff Writer  |  January 1, 2003

  Back in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...