Optima Technologies

• 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 Gatekeepers

  By Lauren Barack  |  January 1, 2007

  Andy Brincefield has offered his clients Web-based access to portfolio reports for years. But he finds that the clients who want to see their portfolios...

• 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...

• This Bear Wants You

  By Staff Writer  |  November 1, 2003

  The independent advisor channel is still in its infancy and, a decade from now, we will probably look back at the choices advisors have today...

• The Portfolio Management Drama

  By Staff Writer  |  April 1, 2003

  Events in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...

• 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...