Tag: CRM software

Markov Processes International (MPI), which specializes in providing technology in the institutional and high-net-worth space, is now making available a Web-based manager research and reporting tool for all...

Advisers affiliated with Commonwealth Financial Network can now use widgets to customize their own version of COMMunity Link, Commonwealth’s adviser Web portal.

Brinker Capital launched a mobile phone application designed to provide financial advisers and their clients with computer desktop-like accessibility to account information.

National Financial said it has made enhancements to its online service technology resources to help brokers and advisers better initiate and manage service requests.

Morningstar, Inc., has launched a complete upgrade of Morningstar Advisor Workstation, its research and investment planning software platform used by financial advisers.

Retirement Management Systems, Inc., said it launched an asset management program to help advisers manage the 401(k) assets of their clients.

National Financial Partners Corp. and its subsidiary, NFP Securities, Inc., recently launched NFP IndeSuite, a wealth management platform for the independent registered investment adviser (RIA).

FCRC Apps, LLC, a software development firm, has announced the release of version 2.0 of its Web-based application, eFiduciary.net.

Commonwealth Financial Network announced enhancements to its fee-based asset management program for separately managed accounts (SMAs), including a new unified managed account (UMA) option.

ProTracker Software, Inc., announced the launch of ProTracker Cloud, a hosted remote client relationship management (CRM) solution.

SunGard has launched MyWealthSeries, a set of online financial planning tools for advisers to offer their clients and prospects from their own Web sites.

Schwab Performance Technologies (SPT), a provider of technology solutions for registered investment advisers (RIAs), announced changes to its pricing structure.

FundQuest said it has improved the ability of advisers to offer custom reports on demand.

SunGard said it enhanced its Roth IRA analysis capabilities for its Wealth Station wealth management platform in order to accommodate new conversion rules.

SEI Advisor Network’s new Service Delivery Initiative aims to help advisers with electronic proposal generation, statement and account level reporting, and transaction automation.

Schwab Advisor Services unveiled enhancements, including a waiver of fees for its merger and acquisition listing service, an online version of its Scorecard tool, and a new client...

Following Charles Schwab’s lead, Fidelity Investments said it is waiving and reducing some custody and technology fees for independent advisers.

Investment advisers who custody with Charles Schwab can now access a Web site boasting more intuitive tools to manage client accounts.