Schwab PortfolioCenter

• The State of Advisor Technology

  By David J. Drucker  |  May 1, 2008

  Just as the baby boomers represented a bulge in the 20th century's birthrate trend, the early '80s saw a bulge in the number of career...

• THE GLUCK REPORT, Part I: The Big Three's Tech Plans for 2006

  By Staff Writer  |  December 1, 2005

  Fidelity's RIA division just moved to a .NET platform, Schwab is adding a tool to search an inventory of 15,000 fixed-income securities from more than...

• 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 I: A Cautionary Tech Tale

  By Staff Writer  |  August 1, 2005

  Integrated Decision Systems, a portfolio management and accounting software company that set a new standard for RIAs and was chosen by Fidelity Investments as the...

• 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...

• THE GLUCK REPORT, Part I: Advent's Big Challenge

  By Staff Writer  |  January 1, 2005

  With nearly 800 employees, a $672 million market capitalization, and a stock that trades at 4.4 times its trailing 12-month revenues, Advent Software is by...

• THE GLUCK REPORT, Part II: Portfolio Management Moves onto the Web

  By Staff Writer  |  December 1, 2004

  The three PMS programs we reviewed this month, Schwab PortfolioCenter, Advisors Assistant, and dbCAMS, are desktop applications, but desktop applications are becoming less common. Most...