software integration

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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

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  Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation

  By Spenser Segal, ActiFi  |  May 16, 2012

  Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.

• The Big 5

  By David J. Drucker  |  February 1, 2008

  The story of financial planning is also the story of technology, as the two have evolved hand-in-hand over almost three decades. In 1981, both technology--as we...