All posts by Advisor Technology

Aggregated Data Stream an Enabler for Advisors

May 4, 2012 No Comments »

ByAllAccounts / Portfolio Pathway Partner to Provide Unified Account View; Enables Advisors to Offer Holistic Wealth Management ByAllAccounts, the leader in account aggregation, and Portfolio Pathway, a portfolio management software solution company, today announced a partnership to provide Portfolio Pathway ... Read More »

Increased Demand for a Unified Data Stream

February 22, 2012 No Comments »

Increasing Demand Fuels ByAllAccounts’ Growth ByAllAccounts today announced that assets flowing daily through its aggregation engine reached $400 billion during 2011, nearly double the amount at the end of 2010. ByAllAccounts added new clients at the rate of roughly one ... Read More »

Envestnet Acquires Tamarac for $54 Million

Envestnet Acquires Tamarac for $54 Million
February 16, 2012 No Comments »

Combined Firm Offers Powerful Solution to RIAs  Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management solutions for financial advisors, announced that it has entered into an agreement to acquire Tamarac, Inc., a provider of portfolio management technology ... Read More »

New Alliance to Help Improve Investment Performance

February 9, 2012 No Comments »

Cornerstone Revolutions and MacroRisk Analytics Partner Up to Help Advisors Improve Investment Performance   Cornerstone Revolutions, Inc., provider of the PowerAdvisor portfolio management system, and MacroRisk Analytics have formed an exclusive alliance to offer an integrated, robust and affordable set ... Read More »

Ad Campaign Markets RIAs to Affluent

September 28, 2011 No Comments »

Schwab Announces Ad Campaign to Raise RIA Awareness Among Affluent Investors Multi-media Campaign Gives Advisors New Tools to Use in Own Marketing. In a move to help educate affluent investors about registered investment advisors (RIAs) and assist advisors in communicating ... Read More »

Managing Profitablity Through Client Segmentation

June 22, 2011 No Comments »

Schwab Launches Consultative Program to Help Advisors Manage Profitability Through Client Segmentation Intensive Program Includes One-on-One Consultations, Group Workshops, and New Schwab Tool for Modeling Client Profitability Schwab Advisor Services announced a new consultative program, “Managing Client Profitability,” designed to ... Read More »