Remove Document Remove Numbers Remove Portfolio Management
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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

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Personal finance links: shaming and blaming

Abnormal Returns

morningstar.com) People work in retirement for any number of reasons. whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. wsj.com) An increasing number of retirees feel 'trapped' in their Medicare Advantage plans. nytimes.com) Why you should update your estate documents.

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Montis Financial: Creating a Raving Fan Experience

Wealth Management

Number 8860726. Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Number 8860726. Now, two years in, it has built AI agents to automate document processing. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

Number 8860726. From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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The Latest In Financial #AdvisorTech (July 2023)

Nerd's Eye View

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. And the third thing is documenting war crimes. That’s unusual in the world of finance.