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Jemstep Advisor Pro Helps Convert Robo Prospects into Clients

Jemstep Advisor Pro Helps Convert Robo Prospects into Clients

Posted by on Sep 21, 2015 in Software Review, Technology

While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer to stay low-key and build their businesses the old fashioned way; by providing innovative solutions that add value for clients. Jemstep falls squarely into the latter category.  While they began as a direct […]

One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

Posted by on Feb 9, 2015 in Technology

“Eventually, all things merge into one, and a river runs through it.” — Norman Maclean, Author In the past decade, we have seen consolidation across a wide swatch of the technology landscape. Cars have merged with computers to be able to drive themselves, televisions have merged with the Internet to offer more entertainment choices and […]

The Best of Both Worlds: Portfolio Rebalancing + Best Execution = Blaze Portfolio

The Best of Both Worlds: Portfolio Rebalancing + Best Execution = Blaze Portfolio

Posted by on Sep 2, 2014 in Portfolio Management

“Innovation distinguishes between a leader and a follower.” — Steve Jobs For the past year and a half, I have been meeting with vendors of portfolio rebalancing software, seeing demos of their products and writing a series of articles about my findings.   All of the applications were very good and provided a long list […]

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

Posted by on Jul 15, 2014 in Portfolio Management, Software Review

As part of my series of articles on portfolio rebalancing software, I met with some folks from Interactive Advisory Software (IAS), who were kind enough to give me a demo of not only their rebalancing tools, but their entire wealth management platform, called Solution 360. IAS is based in Egg Harbor Township, NJ and was founded in 2000.  They […]

Envestnet buys UMA Experts Placemark Investments for $66 Million

Envestnet buys UMA Experts Placemark Investments for $66 Million

Posted by on Jul 7, 2014 in Industry Analysis

Last week, I was contacted by my new favorite reporter at FundFire, Danielle Verbrigghe (sorry Tom Stabile) who was writing an article about the purchase of Placemark Investments by Envestnet.  She wanted my view on the benefits of the acquisition to Envestnet as well as for the managers currently on Placemark’s platform. Envestnet was already the […]

FolioDynamix Making Waves in Bank Trust Market

FolioDynamix Making Waves in Bank Trust Market

Posted by on Jun 12, 2014 in News

Fundfire featured an article yesterday about FolioDynamix adding a new client in the bank trust space.  They called me for comments on how the company has positioned themselves to increase bank trust market share and if their platform provides an opportunity for asset managers to sell more product. The article is by Danielle Verbrigghe, who recently […]

FolioDynamix v7.1 Delivers Support for Unified Managed Households

FolioDynamix v7.1 Delivers Support for Unified Managed Households

Posted by on Dec 17, 2013 in Industry Analysis

In a previous post (6 Keys to Launching a Successful UMA Program), one of the panelists commented that no vendors currently have a complete solution for Unified Managed Households (UMH).  I thought this would be an excellent opportunity to touch base with a few vendors that offer fee-based advisory platforms to learn more about their […]

A Sneak Peak at Envestnet’s Upgraded iPad App

A Sneak Peak at Envestnet’s Upgraded iPad App

Posted by on Apr 15, 2013 in Mobile

This is an overview of Envestnet’s updated iPad app that was demoed at the Tools and Technology Today (T3) Conference that was held from February 11-13, 2013 in Miami, FL. The presenters were Marion Asnes, Managing Director, Chief Marketing Officer and Blake Wood, Vice President, Product Management. Wood explained some of the drivers behind the […]