Tag Archives: FinFolio

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).

FPPad Bits and Bytes for November 12

Posted on November 12, 2010 by in Bits & Bytes

We had all-day working sessions with clients from Monday through Wednesday, but that didn’t stop us from collecting this week’s stories of interest:

Eight software vendors give insider accounts of their IMPACT 2010 booth experiences from RIABiz.com

Non-stop booth traffic — including visits from giant RIAs — suggests advisors came to Boston in a code-buying mood

Pershing believes its case for NetX360 as the Apple equivalent for advisors is solid from RIABiz.com

Fifteen months after launching what’s arguably the most ambitious technology platform in the market, Pershing’s NetX360 has lured 96% of the company’s 110,000 users to adopt the new technology.

For Intelligent Integration, X Marks The Spot, this month’s technology column at Morningstar Advisor.