Covisum

OCTOBER 25, 2022

Many advisors have a variety of financial planning software solutions to help them meet their clients' needs. There is software to help you create and organize your client database, manage portfolios, optimize Social Security benefits, market your practice, and more. But relying on several different tech tools can cause some headaches.

Financial Planning 98

Financial Planning Planning Clients Portfolio 98

Covisum

DECEMBER 2, 2022

Of course, no one can predict the future, but the right financial planning software can help you make wise investment decisions based on available factors. One of the most challenging aspects of financial planning is setting reasonable performance expectations.

Planning 97

Planning Retirement Financial Planning Investing 97

oXYGen Financial

SEPTEMBER 18, 2023

With the help of translation software, such as CAT (computer-assisted translation) tools or AI-powered machine translation capabilities, businesses can effectively adapt their websites, ]] [CDATA[ For both individuals and businesses, seamless communication across borders is imperative in today's interconnected world.

Economics 75

Economics Communication 75

Advisor Perspectives

APRIL 4, 2024

Investors need more patience for the euphoria about artificial intelligence to lift the stocks of software makers.

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MarketWatch

FEBRUARY 8, 2023

billion deal for the software provider. SUMO rallied more than 15% in the extended session Wednesday after The Wall Street Journal reported that private-equity firm Francisco Partners is nearing a $1.7 The deal could be unveiled as soon as Thursday, the report said, citing people familiar with the talks.

Marketing 97

Marketing Marketing 97

Covisum

JANUARY 3, 2023

Either they are frustrated with the way they are currently operating, or they heard from another advisor about how our software can make their life easier. Most advisors come to us looking for a solution for a specific challenge.

Taxes 52

Taxes Management 52

Steve Sanduski

JANUARY 20, 2023

Vista has over $95 billion AUM and over 20 years of experience investing exclusively in enterprise software. I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market. It’s software code at its core. “Making it the best it can possibly be.”

B2B 52

B2B Investing Investments Media 52

MarketWatch

JUNE 23, 2023

IBM is close to a deal to buy cloud-based business software company Apptio Inc. International Business Machines Co. for more than double its purchase price five years ago, the Wall Street Journal reported late Friday.

Marketing 75

Marketing Marketing 75

Wealth Management

JANUARY 24, 2024

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.

Estate Planning 114

Estate Planning Taxes Planning 114

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 199

Estate Planning Financial Planning Planning Wealth Management 199

oXYGen Financial

OCTOBER 5, 2023

Remote employee monitoring software has emerged as a powerful solution that not only streamlines operations but can save significant sums. ]] Remote work has fundamentally altered how businesses function, requiring them to find innovative methods for overseeing remote teams efficiently.

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MarketWatch

FEBRUARY 14, 2023

FORA said it’s selling its cannabis software unit Bio-Tech Medical Software Inc., a venture capital-backed company that focuses on enterprise resource planning (ERP) software for the cannabis business. Forian Inc. which does business as BioTrack, for $30 million to buyer Alleaves Inc.,

Compliance 40

Compliance Healthcare Medical Valuation 40

Hubly

APRIL 4, 2022

The demand for knowledge-based work isn’t going away, but to truly enable those who provide it to take full advantage of their time, it’s necessary for them to utilize software and its time-saving automations.

Financial Advisor 52

Financial Advisor 52

Nerd's Eye View

MAY 6, 2024

This month's edition kicks off with the news that self-directed retirement planning software provider NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prospects for financial advisors.

Financial Advisor 152

Financial Advisor Retirement Planning CFP Clients 152

Hubly

OCTOBER 5, 2022

Hubly's powerful workflow management software is the innovative solution that the financial services industry has been waiting for. Trying to manage multiple clients and firm activity with spreadsheets, notebooks, CRM tasks, and calendar reminders is clunky and inefficient.

Management 52

Management Financial Services Clients 52

Advisor Websites

MARCH 4, 2022

It's likely that you are using a digital calendar to keep track of your meetings and appointments, but have you automated those bookings with an appointment setting software?

Financial Advisor 52

Financial Advisor 52

MarketWatch

MAY 10, 2023

Unity Software Inc. Unity Software shares surged more than 10% after hours, following a 1.6% U shares rallied in the extended session Wednesday after the game-engine and app-monetization company’s outlook and results exceeded Wall Street expectations. gain in the regular session to close at $28.74. billion for the year.

Engineering 40

Engineering Economy Marketing Marketing 40

Nerd's Eye View

MAY 1, 2024

Moreover, the advisory services must actually be delivered through the website using "software-based models, algorithms, or applications" only, thus barring investment adviser personnel from generating, modifying, or providing "client-specific investment advice through the operational interactive website or otherwise."

Investing 190

Investing Investments Compliance Clients 190

Nerd's Eye View

JULY 26, 2023

While advisors have traditionally delivered their plans in static, written format, Kitces Research data indicate that a "collaborative" approach to plan development (where planning software is used as an interactive, collaborative tool in client meetings) has become increasingly popular, used by 47% of respondents, compared to 32% in 2020.

Financial Planning 205

Financial Planning Planning Clients Financial Advisor 205

Advisor Perspectives

MARCH 12, 2024

The fervor for all things AI has finally spread to a sector whose own heady start-up phase came about 160 years ago: Pipelines.

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Wealth Management

NOVEMBER 1, 2022

The move allows the company to focus solely on the wealth management business; Blucora stock climbed 9% on the news.

Wealth Management 103

Wealth Management Taxes Management 103

Nerd's Eye View

JANUARY 8, 2024

Furthermore, with the efficiencies built-in to emerging technology (ranging from tax planning software that helps with the tactical aspects of executing tax planning strategies, to estate planning software that helps clients better understand their estate plan, to specialized planning software that lets advisors go deeper into various planning areas (..)

Financial Advice 177

Financial Advice Medicine Financial Planning Estate Planning 177

Nerd's Eye View

APRIL 2, 2024

What's unique about Hans, though, is how through a desire to create a more centralized dashboard to help his clients understand their financial health, coupled with a deep fascination with technology and its potential as a behavioral finance tool, led him to create Intelligrations, a form of financial dashboard software that dynamically consolidates (..)

Clients 149

Clients Financial Advisor Assets Retirement 149

Brown Advisory

JUNE 16, 2021

Global Leaders Investment Letter: Software is Eating the World jharrison Wed, 06/16/2021 - 05:37 Just want the PDF? Download it here > The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far.

Investing 52

Investing Investments Clients Engineering 52

Brown Advisory

JUNE 16, 2021

Global Leaders Investment Letter: Software is Eating the World. Wed, 06/16/2021 - 05:37. Just want the PDF? Download it here >. The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far.

Investing 52

Investing Investments Clients Engineering 52

Wealth Management

APRIL 11, 2024

Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.

Retirement 92

Retirement Distribution Clients Planning 92

Abnormal Returns

MARCH 25, 2024

investmentnews.com) The price of adviser software doesn't necessarily go down. (etf.com) Are ETFs going to find their way into 401(k) plans? etf.com) Practice management RIA acquisitions without integration are a value bust. wealthmanagement.com) Don't claim to use AI if you don't actually use AI.

Insurance 144

Insurance Retirement Portfolio Management 144

Nerd's Eye View

SEPTEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)

Financial Planner 199

Financial Planner Healthcare Investment Planning Clients 199

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 204

Financial Planner Compliance CFP Clients 204

Nerd's Eye View

FEBRUARY 19, 2024

Finally, the annual T3/Inside Information Software Survey, which assesses the software programs used by financial advisors, found that tax planning tools are on the rise – with adoption rates jumping from 30% to 43%.

Consulting 172

Consulting Financial Advice Engineering Financial Advisor 172

Abnormal Returns

APRIL 1, 2024

axios.com) Software provider NewRetirement just raised a $20 million round. (riabiz.com) Betterment has grown to $45 billion in AUM. riabiz.com) Fintech More startups are claiming they can use AI to serve more clients, more efficiently. techcrunch.com) Practice management Joe Duran on three keys to building a sustainable RIA brand.

Wealth Management 214

Wealth Management Math Financial Advising Retirement 214

Abnormal Returns

DECEMBER 6, 2023

theinformation.com) Software revenue growth rates are coming down. (behaviouralinvestment.com) Technology Google ($GOOGL) has finally unveiled Gemini, its new AI model. venturebeat.com) Eight charts that explain 2023 including the rise of the chatbot. tomtunguz.com) Finance How do many nontraded REITs calculate NAV?

Financial Advising 258

Financial Advising Media Banking Management 258

Abnormal Returns

FEBRUARY 13, 2024

economist.com) The reviews are coming in for Microsoft's ($MSFT) Copilot software. (newsletter.abnormalreturns.com) Mixed media San Francisco is still the home of the big AI companies. wsj.com) Data is the new gold. howardlindzon.com)

Financial Advising 245

Financial Advising Startup Retail Media 245

Nerd's Eye View

JANUARY 29, 2024

In more recent years, however, entrepreneurial software providers have picked up on advisors' demand for tools that help them broaden and deepen their planning beyond even what traditional comprehensive planning software can do.

Clients 198

Clients Planning Numbers Financial Advisor 198

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

B2B 194

B2B Financial Advice Clients Planning 194

Nerd's Eye View

JULY 3, 2023

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 (..)

Estate Planning 220

Estate Planning Media Clients Wealth Management 220

Abnormal Returns

NOVEMBER 15, 2023

ritholtz.com) Companies How Canada's Constellation Software invested its way to tremendous success. Strategy Why it's a great time to be an investor. blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. citywire.com) How Goldman Sachs ($GS) lost its swagger.

Financial Advising 234

Financial Advising Media Economy Portfolio 234