Heather Underwood

 Turnaround artist has almost completed her revamp of Cornerstone Revolutions

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Technology

Advent

Schwab PortfolioCenter

Cornerstone Revolutions

Tamarac

Mary Hepler

Infiniti Wealth Management

PowerAdvisor

<p>The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.</p>

<p>The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.</p>

Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech 

Turnaround artist has almost completed her revamp of Cornerstone Revolutions

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July 23, 2020 at 1:42 AM

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Turnaround artist has almost completed her revamp of Cornerstone Revolutions

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July 23, 2020 at 1:42 AM

RIABiz Directory

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.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

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RIABiz

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