Financial Planning magazine conducts an annual survey of its readers to gauge the different types of technology in use by financial planners and advisers. 2008 marks the second year of the survey, and Joel P. Bruckenstein published an overview of the results and a comparison to last year’s survey information. Click here to view Bruckenstein’s […]
What are Morningstar’s Plans for dbCAMS?
Our firm uses dbCAMS for a variety of portfolio management procedures, including daily account reconciliation, rebalancing, and quarterly reporting. The creators of dbCAMS, Financial Computer Support, Inc. (FCSI), was recently acquired by Morningstar. Morningstar purchased FCSI and its dbCAMS product to enhance the company’s visibility in advisers’ day-to-day management of client portfolios. Not much mention has been made […]
Schwab Institutional Webcast: Portfolio Rebalancer Enhancements
On my radar this week is a Schwab Institutional Webcast on the recent enhancements to their Portfolio Rebalancer utility. After viewing an excellent demo of Tamarac on Day 2 of the NAPFA Technology Conferencein Las Vegas, I’m interested in seeing what Schwab is doing to position their own rebalancing and trading tools to streamline trading operations in […]
Technology Reports Aplenty
In the last month or two, I have received a number of new reports that focus on operations and technology in the financial adviser space. These reports do a fair job of identifying some of the trends of technology used in a wide variety of firms and some of the reasons why advisers have been […]
Schwab Portfolio Rebalancer Enhancements
Schwab Institutional recently announced updates to its online Portfolio Rebalancer utility. In response to feedback from advisers, Schwab added several new features to the rebalancing tool. Holding Information View The first feature added is the ability to view holding information for a client either by account or in aggregate from the primary step. This option […]
