Not only can you talk to your PC, but it can talk to you, too.
Smaller advisory offices face tough choices about what they will pay for their portfolio management programs.
Portfolio Director 8.0 offers better account setup and custodian interfaces-and more.
Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities.
If you want qualified potential customers sent your way, who will you call?
Management software has solid foundation but needs more functionality.
PFP Notebook can be a good planning solution for new and low-volume practices.
Company fights claim that its major backers improperly seized control of the firm.
Profiles+ continues to improve more than 30 years after the planning software premiered.
A look at three companies offering portfolio management software for your firms.