software providers

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  Junxure Announces New Envestnet, Schwab Integration Features

  By John Sullivan, AdvisorOne  |  March 19, 2013

  Highlights of Junxure Version 9.5 include enhancements with Schwab OpenView Gateway.

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  Disruptive Trends in Planning Software, Pt. 2—The Rise of ‘Middleware’

  By Michael E. Kitces  |  February 6, 2013

  How will two powerful technology trends play out for financial planners and impact their use of software in the coming years? There are several powerful implications.

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  Kitces on Top 3 Topics for Advisors in 2013—Topic 2: Tablets

  By Michael E. Kitces  |  January 8, 2013

  Many advisors already have tablets, but as prices decline and more clients get the devices, and as advisor-specific applications are introduced, advisors will face a new challenge.

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  Fix the Conference Exhibit Hall - Part Two

  By Michael E. Kitces  |  December 28, 2012

  Following up on our suggestions to improve the exhibit-hall experience, we explore if there's a better way for exhibitors to pitch their products and services.

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  TD Ameritrade Adds CRM Offerings on Its Veo Platform

  By John Sullivan, AdvisorOne  |  December 20, 2012

  Now added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.

• Junxure CRM Announces TD Ameritrade Veo Integration

  By John Sullivan, AdvisorOne  |  October 23, 2012

  Technology and practice management consulting firm Junxure announced on Tuesday that it has integrated with Veo, TD Ameritrade Institutional’s comprehensive trading and account management platform.

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  The Spirit of Scottrade: Little Firm Pushes Big Value

  By John Sullivan, AdvisorOne  |  June 26, 2012

  If you haven’t heard of Scottrade Advisor Services, you’re forgiven. Started in 2005, it resides in the decidedly non-financial hub of St. Louis, but the institutional business is coming on strong, finding a niche among the big boys.

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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.

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  TD Ameritrade Announces Tech Improvements for Veo Platform

  By James J. Green, AdvisorOne  |  February 2, 2012

  Veo Mobile will allow advisors to use iPads for trading of mutual funds and equities in late February.

• Choosing a Cloud-Based Platform

  By Stuart DePina  |  December 28, 2011

  All the buzz about cloud computing has many financial advisors perking up their ears and wondering how cloud computing can benefit them.