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Get the Latest FPA-ActiFi Technology Report on Portfolio Management Software

Posted on March 15, 2011 by in Portfolio Management Software

Next to Client Relationship Management (CRM) software, portfolio management software is one of the tools most used by financial advisers. Such software is the lifeblood of any asset manager, where all the details of asset allocation, tax lot detail, and performance history are contained.

In its latest edition of its reports, FPA and ActiFi today released the “FPA-ActiFi Adviser Technology Reports: Portfolio Management Edition” highlighting 10 different software solutions in use by advisers. Soltuions reviewed include the following:

  • Advent Portfolio Exchange (APX)
  • Advisors Assistant (Client Marketing Systems Inc.)
  • Albridge Portfolio Management (Albridge – Pershing)
  • AssetBook (Major Technology)
  • BlueSky (Black Diamond)
  • FinFolio Workstation 2010 (FinFolio)
  • Morningstar Office (Morningstar)
  • Orion Advisor Services (Orion Advisor Services)
  • PortfolioCenter (Charles Schwab)
  • Solution 360° (Interactive Advisory Software)

Like previous FPA-ActiFi reports, FPA members have free access to the comprehensive research. The report is also available for purchase by non-members for $495 through the FPA Research Center.

Click here to view the report (FPA member login required).

Schwab Rolls Out First Phase of PortfolioCenter 5.0 Updates

Posted on June 27, 2010 by in Portfolio Management Software

Schwab Performance Technologies® is rolling out updates to its PortfolioCenter® portfolio management software. The first enhancement on its way to version 5.0 is Presentation Studio, a customizable reporting utility.

Presentation Studio allows users to design, edit, and publish custom performance reports using built-in elements. In addition, reports can be created in a batch process and saved to PDF or XPS files.

For more information on the Presentation Studio enhancements, follow the link below and expand the PortfolioCenter 5.0 header in the page.

https://schwabpt.com/resources/presentations/

Black Diamond Performance Reporting Announces Enhanced Portfolio Management Platform

Posted on June 20, 2010 by in Portfolio Management Software, Technology

Black Diamond Performance Reporting of Jacksonville, Fla. just announced that it is releasing an enhanced portfolio management and reporting platform called BlueSky.

To read the press release from Black Diamond, click the following link: http://www.blackdiamondreporting.com/whoweare/press

BlueSky is a web-based platform that enhances standard portfolio management and performance reporting features by adding an array of customizable options. BlueSky users can now configure the appearance and settings of their home page under the SkyViews feature.

Read More…

Advent Adds Client Portals Via LIGHT[PORT] Agreement

Posted on March 17, 2010 by in Portfolio Management Software

Here’s new news over the wires: Advent announced that it now supports web-based client portals for its APX and Axys products through an agreement with LIGHT[PORT]. From the press release:

Through this alliance, LIGHT[PORT]’s solution is available to Advent clients using Advent Portfolio Exchange® (APX), Advent’s integrated portfolio and client relationship management solution, or Axys®, its turnkey portfolio accounting and reporting solution. These clients can easily set-up automated, web-based reporting for their clients via their own custom portal. These portals can be added to an existing website or can be built as standalone sites. LIGHT[PORT] supports integration with locally installed APX and Axys®, or with APX through Advent OnDemandSM, which delivers Advent solutions via the Software-as-a-Service model.

Click here to read the entire press release on Advent’s website.

Tamarac 9 is Industry’s Latest Integrated Solution for Advisers

Posted on September 11, 2009 by in Portfolio Management Software, Software

Sure enough, yesterday I posted about announcements coming from technology vendors leading up to Schwab’s IMPACT 2009 Conference.

Today, Tamarac Inc., best known for their SaaS rebalancing solution, announced the release of its Tamarac Advisor® 9 platform (coverage from InvestmentNews). This platform expands on the company’s rebalancing offering to include the following technologies:

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What are Morningstar’s Plans for dbCAMS?

Posted on November 26, 2008 by in Portfolio Management Software

cams.jpgOur 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 about Morningstar’s plans for dbCAMS, but I recently came across the Fall issue of Morningstar Advisor that sheds some light on their plans.

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Dusty Huxford Comments on Morningstar Purchase

Posted on August 11, 2008 by in Portfolio Management Software

Here’s another quick update to today’s news of Morningstar’s purchase of FCSI.  Dusty Huxford sent the message copied below through the FCSI alerts listserv.  I am subscribed to the alerts, though I didn’t receive his message today.  I had to get it through other resources.  I must not be a valued FCSI client!

August 11, 2008

Dear FCSI client,

I am writing to make you aware of some exciting news. We are pleased to tell you that Morningstar is acquiring Financial Computer Support, Inc. (FCSI).

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