by Joel Bruckenstein
New software and updated USB flash
drives make it much easier to go mobile.
by Andrew Gluck
Listening to your clients can help; so can teaching your computer to listen to you.
by Joel Bruckenstein
RegentAtlantic is being recognized for its approach to technology.
by Andrew Gluck
This software is the heart of an advisory practice-so why are there so few options? (Hint: look in the mirror.)
by Joel Bruckenstein
The latest version of AdvisorVision is a big step forward.
by David L. Lawrence
CRM options, both old and new.
Find one that fits your practice.
by Andrew Gluck
SunGard is making its first real effort to market the company's PlanningStation application to independent advisors.
by David L. Lawrence
Not only can you talk to your PC, but it can talk to you, too.
by Andrew Gluck
Smaller advisory offices face tough choices about what they will pay for their portfolio management programs.
by Joel Bruckenstein
Portfolio Director 8.0 offers better account setup and custodian interfaces-and more.
by Joel Bruckenstein
Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities.
by Andrew Gluck
If you want qualified potential
customers sent your way, who will you call?
by Joel Bruckenstein
Management software has solid foundation but needs more functionality.
by By: Andrew Gluck
Some supergrowth
advisors share their secrets.
by Joel P. Bruckenstein
PFP Notebook can be a good planning
solution for new and low-volume practices.
by ANDREW GLUCK
Company fights claim that its major backers improperly seized control of the firm.
by Joel Bruckenstein
Profiles+ continues to improve more than 30 years after the planning software premiered.
by ANDREW GLUCK
A look at three companies offering portfolio management software for your firms.
