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4 Top Financial Planning Software Apps for Advisors

4 Top Financial Planning Software Apps for Advisors

Posted by on Oct 25, 2017 in Financial Planning

Craig’s Note: When we published our first FinPlan Shootout back in 2015, we had no idea that it would become our most popular post of all time and reach Google’s first page results for financial planning software and still be there two years later.  Now it’s time for an update that is bigger and better, so we’ve doubled the […]

3 Updates to Tamarac Integration Partners that RIA’s Will Love

3 Updates to Tamarac Integration Partners that RIA’s Will Love

Posted by on Feb 15, 2017 in CRM

I’m writing this post from seat 29C on a United flight from Newark to Los Angeles where I’ll be attending this year’s T3 Advisor Conference.  The ability to stay productive almost 24/7 is both a boon and bane.  Advances in technology provide me with wifi access at 35,000 feet, but also piles on the pressure […]

Is Finance Logix The Right Financial Planning Software For You?

Posted by on Jul 17, 2016 in Financial Planning

Britain voting to leave the EU.  ISIS terrorists attack Orlando and France.  An attempted military coup in Turkey. Donald Trump.  There’s no shortage of news these days that can scare investors into a panic. Smart financial advisors know that the best way to keep their clients from panicking is to have them buy-in to a comprehensive financial plan. […]

5 Things You Can Learn from the 2016 T3 Advisor Conference

Posted by on Feb 14, 2016 in Conference Summaries, Technology

Industry conferences are like cramming for a test when you were in school.  You have only a few days to stuff as much information as possible into your head and hope you remember one or two key points to when you get back home. The 2016 T3 Advisor Conference, which was held this year in […]

Top Ten WMToday Posts from 2015

Top Ten WMToday Posts from 2015

Another exciting year in wealth management has passed and it seemed like a whirlwind of activity right up until December 31st.  We covered a wide range of topics from risk tolerance and financial planning software to robo-advisors and the biggest M&A deals.  But what are the top ten WMToday posts from 2015?  These are the ten most popular posts […]

Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Posted by on Dec 6, 2015 in Financial Planning, Software Review

Earlier this year, we held a financial planning software throwdown here at Wealth Management Today between eMoney Advisor and MoneyGuidePro—two of the most popular financial planning applications on the market. We scored both packages on a five-point scale in seven categories: user experience, client portal, planning, analytics and reporting, integrations, security and cost. Both tools scored […]

T3 Enterprise: Best Tweets of the Conference

T3 Enterprise: Best Tweets of the Conference

What can you do if, like me, you were unable to attend this year’s T3 Enterprise Conference?  If you were too busy to make it to the Bonaventure Resort & Spa, right outside of beautiful Fort Lauderdale, FL?  If you missed hearing some of the industry’s leading vendors announce their new product offerings? Don’t worry, there’s […]

How Risk Tolerance Software Is Disrupting Wealth Management

How Risk Tolerance Software Is Disrupting Wealth Management

Posted by on Jun 4, 2015 in Proposal Generation, Risk Management

What is the internal force that pushes people to try and solve a problem that almost no one else realizes is even there?   How does building a better mousetrap go from unrealistic idea to working software to a revenue-generating business?  And how do we know if it something we even need? This process has already occurred with risk […]

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

I’m here is sunny Chicago, enjoying the unusually nice weather, deep dish pizza and Goose Island beer, while attending the Envestnet Advisor Summit 2015.  This is a quick overview of some of the key information presented during the first day of conference. Follow us on Twitter to get live updates from the next two days […]

The Battle for the RIA Technology Integration Hub

The Battle for the RIA Technology Integration Hub

Posted by on Mar 23, 2015 in Technology

“Everybody wants to rule the world” — Tears for Fears, Songs from the Big Chair, 1985 The fight for control of the RIA technology integration hub is well underway as the first quarter of 2015 comes to a close.  Vendors have been marshaling their forces to grab this critical territory on the advisor’s desktop; the […]