The mega-storm that blew across the Central and Eastern United States glazed the streets of Dallas with ice, so we’ve been juggling our schedule this week with primary care responsibilities for our two-year-old son.
We’ve postponed four days of work, but we still made the time to monitor the industry’s best tech-related stories for your education. Without further ado, here they are:
Silent Partner at Financial-Planning.com
(Bill’s note: If this testimony isn’t enough to make advisers want to run out and sign on to Tamarac Advisor X, I don’t know what is.) As breakaway RIAs, we also knew that our business would not survive on investment acumen and our new independent business model alone. We knew that our operations could make-or break-our dreams.
Third-party vendors vouch for TD Ameritrade’s API at first general session at RIABiz.com
Three third party vendors sat on a panel at the first general session of TD Ameritrade’s 2011 national conference at the Manchester Grand Hyatt in San Diego and explained why they’re buying into the custodians’ approach to creating a big ecosystem of technology in the RIA business. The company is making its data readily available to all legitimate comers.
The Lab at Financial-Planning.com
As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT.
Tamarac is a Microsoft Dynamics CRM Partner and a Microsoft Gold Certified Partner at TamaracInc.com
Tamarac Inc., a leading provider of integrated portfolio management software and services, today announced being awarded Microsoft Gold Certified Partner status with competencies in Microsoft Dynamics CRM and hosting for its Advisor CRM offering.
BlazePortfolio announces release of Atom Align 1.3™ at BlazePortfolio.com
BlazePortfolio today announced the public release of Atom Align 1.3™, the web-based portfolio rebalancing and trading solution for investment professionals
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